Plan5500

Rich Square, 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, Rich Square, NC has 2 loaded benefit plan(s) reported by 1 plan sponsor(s), with $3,997,123 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 Rich Square

  • 2 loaded plans hold $4M in reported assets across 1 sponsors.
  • The largest, Choanoke Area Development Association 403(B) Plan, holds 100% of reported Rich Square plan assets.
  • Plans cover 346 participants — about 173 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$4MSummed across loaded plans$3,997,123
Total reported assets$4M$3,997,123
Total reported participants346
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$4M total assets
Net assets$4MLiabilities$0
Contributions & income
Employer contributions$128.9K
Participant contributions$262.8K
Total income / additions$552.3K
Expenses & distributions
Benefits paid / distributions$365.8K
Total expenses$373K
Net increase / (decrease)$179.3K

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 Rich Square, 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

Rich Square market comparison

Largest plan share of assets100%Choanoke Area Development Association 403(B) Plan
Participants per plan173Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Rich Square

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

  1. 1
    Choanoke Area Development Association 403(B) Plan$4M
    Choanoke Area Development Association Of North Carolina, Inc. · 2023
  2. 2
    Cada, Inc. Health & Welfare Plannot reported in the loaded dataset
    Choanoke Area Development Association Of North Carolina, Inc. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages