Plan5500

Polkton, 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, Polkton, NC has 2 loaded benefit plan(s) reported by 1 plan sponsor(s), with $5,534,290 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
1
Latest filing year
2023

What stands out in Polkton

  • 2 loaded plans hold $5.5M in reported assets across 1 sponsors.
  • The largest, Southern Fabricators Inc. 401(K) Plan, holds 100% of reported Polkton plan assets.
  • Plans cover 272 participants — about 136 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$5.5MSummed across loaded plans$5,534,290
Total reported assets$5.5M$5,534,290
Total reported participants272
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$5.5M total assets
Net assets$5.5MLiabilities$0
Contributions & income
Employer contributions$189.5K
Participant contributions$274.6K
Total income / additions$1.3M
Expenses & distributions
Benefits paid / distributions$485.9K
Total expenses$489.4K
Net increase / (decrease)$854K

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 Polkton, 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

Polkton market comparison

Largest plan share of assets100%Southern Fabricators Inc. 401(K) Plan
Participants per plan136Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Polkton

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

  1. 1
    Southern Fabricators Inc. 401(K) Plan$5.5M
    Southern Fabricators Inc. · 2023
  2. 2
    Southern Fabricators Employee Benefit Plannot reported in the loaded dataset
    Southern Fabricators Inc · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Polkton, NC?
2 plan(s) reported by 1 sponsor(s) are loaded for Polkton, NC.

Related Form 5500 pages