Plan5500

Smithfield, 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, Smithfield, NC has 10 loaded benefit plan(s) reported by 8 plan sponsor(s), with $28,823,965 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
10
Plan sponsors
8
Latest filing year
2023

What stands out in Smithfield

  • 10 loaded plans hold $28.8M in reported assets across 8 sponsors.
  • The largest, Gut C. Lee Building Materials, LLC 401(K) Plan, holds 49% of reported Smithfield plan assets.
  • Plans cover 1,510 participants — about 151 per plan.
  • 80% of loaded plans report full Schedule H/I financial statements.
  • 30% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$28.3MSummed across loaded plans$28,293,082
Total reported assets$28.8M$28,823,965
Total reported participants1.5K1,510
Total reported liabilities$530.9K$530,883

Reported net position

Reported assets = net assets + liabilities (summed)$28.8M total assets
Net assets$28.3MLiabilities$530.9K
Contributions & income
Employer contributions$5.8M
Participant contributions$2.5M
Total income / additions$11.5M
Expenses & distributions
Benefits paid / distributions$7.5M
Total expenses$7.8M
Net increase / (decrease)$3.8M

Data coverage

Plans with financial statements8 / 10 (80%)
Plans with provider compensation3 / 10 (30%)

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

Smithfield market comparison

Largest plan share of assets49%Gut C. Lee Building Materials, LLC 401(K) Plan
Participants per plan151Average across loaded plans
Plan sponsors8
Ranked by reported assets

Largest loaded plans in Smithfield

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

  1. 1
    Gut C. Lee Building Materials, LLC 401(K) Plan$14.3M
    Guy C. Lee Building Materials, LLC · 2023
  2. 2
    Guy C. Lee Manufacturing Company Defined Benefit Pension Plan$9.3M
    Lampe & Malphrus Lumber Co. Inc. · 2023
  3. 3
    403(B) Thrift Plan For Employees Of Johnston-Lee-Harnett Community Action, Inc.$2.7M
    Johnston-Lee-Harnett Community · 2023
  4. 4
    Spence & Berkau P.A. Employees Profit Sharing Plan$938.2K
    Spence & Berkau, P.A. · 2023
  5. 5
    Guy C Lee Benefit Plan$897.1K
    Lampe & Malphrus Lumber Company · 2023
  6. 6
    Calton Group Retirement Plan$418.1K
    Calton Group, Inc. · 2023
  7. 7
    Jjk Enterprises, Inc. 401(K) Plan$296.5K
    Jjk Enterprises, Inc. · 2023
  8. 8
    5w Inc 401(K) Plan$62.6K
    5w Inc · 2023
  9. 9
    Johnston Lee Harnett Community Action Medical Group Plannot reported in the loaded dataset
    Johnston Lee Harnett Community Action Inc. · 2023
  10. 10
    Lampe Management Companynot reported in the loaded dataset
    Lampe Management Company · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Smithfield, NC?
10 plan(s) reported by 8 sponsor(s) are loaded for Smithfield, NC.

Related Form 5500 pages