Plan5500

Sneads Ferry, 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, Sneads Ferry, NC has 1 loaded benefit plan(s) reported by 1 plan sponsor(s), with $2,210,337 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
1
Plan sponsors
1
Latest filing year
2023

What stands out in Sneads Ferry

  • 1 loaded plans hold $2.2M in reported assets across 1 sponsors.
  • The largest, Finnerty Enterprises, Inc. Retirement Plan, holds 100% of reported Sneads Ferry plan assets.
  • Plans cover 11 participants — about 11 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$2.2MSummed across loaded plans$2,210,337
Total reported assets$2.2M$2,210,337
Total reported participants11
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$2.2M total assets
Net assets$2.2MLiabilities—
Contributions & income
Total income / additions$420.5K
Expenses & distributions
Benefits paid / distributions$48
Total expenses$48
Net increase / (decrease)$420.4K

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation0 / 1 ()

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

Sneads Ferry market comparison

Largest plan share of assets100%Finnerty Enterprises, Inc. Retirement Plan
Participants per plan11Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Sneads Ferry

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

  1. 1
    Finnerty Enterprises, Inc. Retirement Plan$2.2M
    Finnerty Enterprises, Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Sneads Ferry, NC?
1 plan(s) reported by 1 sponsor(s) are loaded for Sneads Ferry, NC.

Related Form 5500 pages