Mt. Gilead, NC Form 5500 retirement and benefit plan filings

City Form 5500 summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Mt. Gilead, NC has 5 loaded benefit plan(s) reported by 3 plan sponsor(s), with $51,666,165 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
5
Plan sponsors
3
Latest filing year
2023

What stands out in Mt. Gilead

  • 5 loaded plans hold $51.7M in reported assets across 3 sponsors.
  • The largest, Jordan Timberlands, Inc. 401(K)/Profit Sharing Plan, holds 58% of reported Mt. Gilead plan assets.
  • Plans cover 2,645 participants — about 529 per plan.
  • 40% of loaded plans report full Schedule H/I financial statements.
  • 40% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$51.6MSummed across loaded plans$51,552,125
Total reported assets$51.7M$51,666,165
Total reported participants2.6K2,645
Total reported liabilities$114K$114,040

Reported net position

Reported assets = net assets + liabilities (summed)$51.7M total assets
Net assets$51.6MLiabilities$114K
Contributions & income
Employer contributions$1.9M
Participant contributions$4.1M
Total income / additions$12.3M
Expenses & distributions
Benefits paid / distributions$6.4M
Total expenses$6.7M
Net increase / (decrease)$5.6M

Data coverage

Plans with financial statements2 / 5 (40%)
Plans with provider compensation2 / 5 (40%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Mt. Gilead, NC plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Mt. Gilead market comparison

Largest plan share of assets58%Jordan Timberlands, Inc. 401(K)/Profit Sharing Plan
Participants per plan529Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in Mt. Gilead

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Jordan Timberlands, Inc. · 2023
  2. 2
  3. 3
    Mcrae Industries, Inc. Wrap Benefit Plannot reported in the loaded dataset
    Mcrae Industries, Inc. · 2023
  4. 4
    Mcrae Industries, Inc. Flexible Benefit Plannot reported in the loaded dataset
    Mcrae Industries, Inc. · 2023
  5. 5
    Jordan Lumber Employee Benefits Plannot reported in the loaded dataset
    Jordan Lumber And Supply, Inc. · 2023

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Mt. Gilead, NC?
5 plan(s) reported by 3 sponsor(s) are loaded for Mt. Gilead, NC.

Related Form 5500 pages