Plan5500

Rougemont, 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, Rougemont, NC has 2 loaded benefit plan(s) reported by 2 plan sponsor(s), with $316,774 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 Rougemont

  • 2 loaded plans hold $316.8K in reported assets across 2 sponsors.
  • The largest, Granville Station, Inc. 401(K) Profit Sharing Plan 401(K) Profit Sharing Plan, holds 69% of reported Rougemont plan assets.
  • Plans cover 8 participants — about 4 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$316.8KSummed across loaded plans$316,774
Total reported assets$316.8K$316,774
Total reported participants8
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$316.8K total assets
Net assets$316.8KLiabilities—
Contributions & income
Employer contributions$0
Participant contributions$0
Total income / additions-$44.2K
Expenses & distributions
Benefits paid / distributionsNot reported
Total expenses$0
Net increase / (decrease)-$44.2K

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 Rougemont, 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

Rougemont market comparison

Largest plan share of assets69%Granville Station, Inc. 401(K) Profit Sharing Plan 401(K) Profit Sharing Plan
Participants per plan4Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Rougemont

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

  1. 1
    Granville Station, Inc. 401(K) Profit Sharing Plan 401(K) Profit Sharing Plan$217.1K
    Granville Station, Inc. · 2023
  2. 2
    Oakmont Consulting Inc. Retirement Plan$99.7K
    Oakmont Consulting Inc. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages