Plan5500

Rocky Point, 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, Rocky Point, NC has 3 loaded benefit plan(s) reported by 3 plan sponsor(s), with $889,298 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
3
Plan sponsors
3
Latest filing year
2023

What stands out in Rocky Point

  • 3 loaded plans hold $889.3K in reported assets across 3 sponsors.
  • The largest, Coastal Heating And Air Inc. 401(K) Retirement Plan, holds 61% of reported Rocky Point plan assets.
  • Plans cover 18 participants — about 6 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$889.3KSummed across loaded plans$889,298
Total reported assets$889.3K$889,298
Total reported participants18
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$889.3K total assets
Net assets$889.3KLiabilities—
Contributions & income
Employer contributions$12.3K
Participant contributions$15.1K
Total income / additions-$30.7K
Expenses & distributions
Benefits paid / distributions$0
Total expenses$0
Net increase / (decrease)-$30.7K

Data coverage

Plans with financial statements3 / 3 (100%)
Plans with provider compensation0 / 3 ()

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

Rocky Point market comparison

Largest plan share of assets61%Coastal Heating And Air Inc. 401(K) Retirement Plan
Participants per plan6Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in Rocky Point

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

  1. 1
    Coastal Heating And Air Inc. 401(K) Retirement Plan$540.6K
    East Coast Refrigeration And Air Inc. · 2023
  2. 2
    M J Green Enterprises, Inc. 401(K) Plan$317.7K
    M J Green Enterprises, Inc. · 2023
  3. 3
    Fuerst Futures Retirement Plan$31K
    Fuerst Futures, Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Rocky Point, NC?
3 plan(s) reported by 3 sponsor(s) are loaded for Rocky Point, NC.

Related Form 5500 pages