Newton, 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, Newton, NC has 15 loaded benefit plan(s) reported by 8 plan sponsor(s), with $215,039,191 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
15
Plan sponsors
8
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$215,039,191
Total reported liabilities (EOY)
$203,664
Total reported net assets (EOY)
$214,835,527

Contributions & income

Employer contributions
$4,310,531
Participant contributions
$8,400,719
Total income / additions
$59,624,797

Expenses & distributions

Benefits paid / distributions
$23,482,941
Total expenses
$24,252,754
Net increase / (decrease)
$35,372,043

Coverage

Total reported participants
7,776
Plans with financial statements
8
Plans with provider compensation
9

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

Largest loaded plans by reported assets

Largest loaded plans in Newton, NC
PlanSponsorReported assets (EOY)Year
Mccreary Modern, Inc. Employee Stock Ownership PlanMccreary Modern, Inc.$78,223,6712023
Mccreary Modern, Inc. Employees' 401(K) PlanMccreary Modern, Inc.$39,927,2652023
Peoples Bank Profit Sharing And 401(K) PlanPeoples Bank$32,956,1192023
Technibilt, Ltd. Dba Wanzl North America 401(K) PlanTechnibilt, Ltd.$20,086,8322023
Everyage 403(B) Retirement PlanEveryage$19,098,7562023
Carolina Caring Retirement PlanCarolina Caring, Inc.$12,655,0412023
Sarstedt Inc. Retirement PlanSarstedt, Inc.$11,893,9052023
Catawba First Insurance Associates, Inc. 401(K) PlanCatawba First Insurance Associates, Inc.$197,6022023
Mccreary Modern, Inc. Employee Benefit PlanMccreary Modern, Inc.not reported in the loaded dataset2023
Carolina Caring Benefit PlanCarolina Caring Incnot reported in the loaded dataset2023
Technibilt Group Insurance PlanTechnibilt, Ltd Dba Wanzl North Americanot reported in the loaded dataset2023
Euroleather Inc Employee Benefit PlanEuroleather Incnot reported in the loaded dataset2023
Peoples Bank Welfare Benefit PlanPeoples Banknot reported in the loaded dataset2023
Everyage Flexible Spending Account PlanEveryagenot reported in the loaded dataset2023
Sarstedt, Inc. Employee Benefit PlanSarstedt, Inc.not reported in the loaded dataset2023

Related Form 5500 pages