Rutherfordton, 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, Rutherfordton, NC has 7 loaded benefit plan(s) reported by 6 plan sponsor(s), with $3,967,579 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
7
Plan sponsors
6
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$3,967,579
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$3,967,579

Contributions & income

Employer contributions
$84,954
Participant contributions
$131,044
Total income / additions
$940,999

Expenses & distributions

Benefits paid / distributions
$628,251
Total expenses
$688,501
Net increase / (decrease)
$252,498

Coverage

Total reported participants
679
Plans with financial statements
2
Plans with provider compensation
2

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Rutherfordton, 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.

Largest loaded plans by reported assets

Largest loaded plans in Rutherfordton, NC
PlanSponsorReported assets (EOY)Year
Blanton & Miller, Pa 401(K) Profit Sharing PlanBlanton, Miller & Moore, Pllc$3,667,9042023
Freightworks 401(K) PlanFreightworks Transport, L.L.C.$299,6752023
Gilkey Lumber Co, Inc. Welfare Benefit PlanGilkey Lumber Co, Inc.not reported in the loaded dataset2023
Camp Electric Welfare Benefits PlanCamp Electric Company, Inc.not reported in the loaded dataset2023
Freightworks Transport LLC Employee Benefits PlanFreightworks Transport LLCnot reported in the loaded dataset2023
Sunray, Inc. Welfare Benefits PlanSunray, Inc.not reported in the loaded dataset2023
Tryon Equestrian Properties, LLC Welfare Benefits PlanTryon Equestrian Properties, LLCnot reported in the loaded dataset2023

Related Form 5500 pages