Shallotte, 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, Shallotte, NC has 3 loaded benefit plan(s) reported by 3 plan sponsor(s), with $17,876,224 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
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $17,876,224
- Total reported liabilities (EOY)
- $22,434
- Total reported net assets (EOY)
- $17,853,790
Contributions & income
- Employer contributions
- $745,587
- Participant contributions
- $337,305
- Total income / additions
- $3,514,038
Expenses & distributions
- Benefits paid / distributions
- $964,322
- Total expenses
- $5,241,194
- Net increase / (decrease)
- -$1,727,156
Coverage
- Total reported participants
- 713
- Plans with financial statements
- 2
- Plans with provider compensation
- 1
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Shallotte, 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
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Atlantic Telephone Membership Corporation Retiree Welfare Benefit Plan Trust | Atlantic Telephone Membership Corporation | $13,988,935 | 2023 |
| R D White & Sons, Inc. 401(K) Ps Plan & Trust | R.D. White & Sons, Inc. | $3,887,289 | 2023 |
| Atlantic Telephone Membership Corporation, Dba Focus Broadband Health & Welfare Benefits Plan | Atlantic Telephone Membership Corporation | not reported in the loaded dataset | 2023 |
Largest plans in Shallotte → · Shallotte plans by participants → · Shallotte plans with financial data → · Shallotte plans with provider compensation → · $1B+ plans in Shallotte →
Related Form 5500 pages
- All NC Form 5500 filings
- Atlantic Telephone Membership Corporation Retiree Welfare Benefit Plan Trust (plan 501)
- Atlantic Telephone Membership Corporation — all reported plans
- R D White & Sons, Inc. 401(K) Ps Plan & Trust (plan 001)
- R.D. White & Sons, Inc. — all reported plans
- Atlantic Telephone Membership Corporation, Dba Focus Broadband Health & Welfare Benefits Plan (plan 505)
- Atlantic Telephone Membership Corporation — all reported plans
- Methodology
- Data sources