Plan5500

Pleasant Garden, 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, Pleasant Garden, NC has 2 loaded benefit plan(s) reported by 2 plan sponsor(s), with $4,253,239 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 Pleasant Garden

  • 2 loaded plans hold $4.3M in reported assets across 2 sponsors.
  • The largest, Pleasant Garden Family Practice Employees' Savings Plan And Trust, holds 88% of reported Pleasant Garden plan assets.
  • Plans cover 19 participants — about 10 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$4.3MSummed across loaded plans$4,253,239
Total reported assets$4.3M$4,253,239
Total reported participants19
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$4.3M total assets
Net assets$4.3MLiabilities—
Contributions & income
Employer contributions$99.5K
Participant contributionsNot reported
Total income / additions$498.2K
Expenses & distributions
Benefits paid / distributions$130.6K
Total expenses$137.7K
Net increase / (decrease)$360.5K

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation0 / 2 ()

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

Pleasant Garden market comparison

Largest plan share of assets88%Pleasant Garden Family Practice Employees' Savings Plan And Trust
Participants per plan10Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Pleasant Garden

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

  1. 1
    Pleasant Garden Family Practice Employees' Savings Plan And Trust$3.7M
    Wilson O. Elkins Pleasant Garden Family Practice · 2023
  2. 2
    3nme Group Inc. Retirement Plan$510.7K
    3nme Group Inc. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages