Salisbury, 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, Salisbury, NC has 39 loaded benefit plan(s) reported by 30 plan sponsor(s), with $1,691,440,743 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
39
Plan sponsors
30
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$1,691,440,743
Total reported liabilities (EOY)
$180,336
Total reported net assets (EOY)
$1,691,260,407

Contributions & income

Employer contributions
$62,996,069
Participant contributions
$86,109,921
Total income / additions
$386,447,695

Expenses & distributions

Benefits paid / distributions
$164,182,482
Total expenses
$167,048,159
Net increase / (decrease)
$219,399,536

Coverage

Total reported participants
153,095
Plans with financial statements
25
Plans with provider compensation
22

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Salisbury, 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 Salisbury, NC
PlanSponsorReported assets (EOY)Year
Food Lion 401(K) PlanFood Lion, LLC$1,143,919,7292023
Adusa Supply Chain Services 401(K) PlanAdusa Supply Chain Services LLC$332,467,2432023
Catawba College Retirement PlanCatawba College$43,161,1752023
F&M Financial Corporation 401(K) PlanF&M Financial Corporation$19,238,8492023
Daymark 401(K) PlanDaymark Recovery Services, Inc.$18,391,7522023
Cheerwine 401(K) Profit Sharing PlanPiedmont Cheerwine Bottling Company$17,664,8952023
Mckenzie Sports Products, Inc. 401(K) Profit Sharing Plan & TruMckenzie Sports Products, LLC$17,029,3882023
Rowan Diagnostic Clinic, Pa Profit Sharing 401k PlanRowan Diagnostic Clinic, Pa$13,531,5992023
B.V. Hedrick Gravel And Sand Company Salary Deferral And Profit Sharing PlanB.V. Hedrick Gravel And Sand Company$11,968,8802023
Southern Concrete Materials, Inc. Salary Deferral And Profit Sharing PlanSouthern Concrete Materials, Inc.$10,248,2212023
Power Curbers Companies, LLC Employees' Retirement Savings PlanPower Curbers Companies, LLC$10,175,1582023
Livingstone College Defined Contribution PlanLivingstone College$9,491,2832023
Industrial Supply Solutions Inc. 401k PlanIndustrial Supply Solutions Inc.$8,540,8922023
Cloninger Ford, Inc 401(K) PlanCloninger Ford, Inc.$8,349,5652023
Sharp Transit, LLC Employees 401(K) Retirement PlanSharp Transit, LLC$5,996,3772023
Teamcraft Roofing 401(K) PlanTeamcraft Roofing$4,796,2932023
Statewide Title, Inc. 401(K) Profit Sharing PlanStatewide Title, Inc.$4,659,8382023
Hedrick Employee Group Benefit PlanB V Hedrick Gravel & Sand Co$4,115,0132023
Team Carolinas Inc. 401(K) PlanTeam Carolinas, Inc.$1,969,7942023
Swing Transport, Inc. Profit Sharing PlanSwing Transport Inc$1,929,2272023
Powerhouse Recycling 401(K) PlanPowerhouse Recycling Inc.$1,896,3162023
Secure Solutions Technology Partners, Inc. Retirement PlanSecure Solutions Technology Partners, Inc.$1,165,5432023
Trinity Investors LLC Retirement PlanTrinity Investors LLC Retirement Plan$479,2842023
Compu-Design Stitches Inc 401(K) PlanCompu-Design Stitches Inc$141,8722023
Danem Retirement PlanDanem, Inc.$112,5572023

Related Form 5500 pages