Plan5500

Newland, 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, Newland, NC has 2 loaded benefit plan(s) reported by 2 plan sponsor(s), with $4,760,845 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
2
Plan sponsors
2
Latest filing year
2023

What stands out in Newland

  • 2 loaded plans hold $4.8M in reported assets across 2 sponsors.
  • The largest, Mj N Cj Corp. 401(K) Plan, holds 100% of reported Newland plan assets.
  • Plans cover 20 participants — about 10 per plan.
  • 50% of loaded plans report full Schedule H/I financial statements.
  • 50% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$4.8MSummed across loaded plans$4,760,845
Total reported assets$4.8M$4,760,845
Total reported participants20
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$4.8M total assets
Net assets$4.8MLiabilities$0
Contributions & income
Employer contributions$3.3K
Participant contributions$8.5K
Total income / additions$4.1M
Expenses & distributions
Benefits paid / distributions$0
Total expenses$146
Net increase / (decrease)$4.1M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Newland, 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

Newland market comparison

Largest plan share of assets100%Mj N Cj Corp. 401(K) Plan
Participants per plan10Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Newland

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

  1. 1
    Mj N Cj Corp. 401(K) Plan$4.8M
    Mj N Cj Corp. · 2023
  2. 2
    Classic Stone Works Inc Employee Benefit Plannot reported in the loaded dataset
    Classic Stone Works Inc · 2023

Largest plans in Newland → · Newland plans by participants → · Newland plans with financial data → · Newland plans with provider compensation → · $1B+ plans in Newland →

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Newland, NC?
2 plan(s) reported by 2 sponsor(s) are loaded for Newland, NC.

Related Form 5500 pages