Plan5500

Sophia, 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, Sophia, NC has 3 loaded benefit plan(s) reported by 2 plan sponsor(s), with $7,020,958 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
2
Latest filing year
2023

What stands out in Sophia

  • 3 loaded plans hold $7M in reported assets across 2 sponsors.
  • The largest, New Page Capital, LLC 401k Plan, holds 100% of reported Sophia plan assets.
  • Plans cover 446 participants — about 149 per plan.
  • 33% of loaded plans report full Schedule H/I financial statements.
  • 33% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$7MSummed across loaded plans$7,020,958
Total reported assets$7M$7,020,958
Total reported participants446
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$7M total assets
Net assets$7MLiabilities—
Contributions & income
Employer contributions$378.2K
Participant contributions$668.1K
Total income / additions$2.7M
Expenses & distributions
Benefits paid / distributions$389K
Total expenses$424.9K
Net increase / (decrease)$2.3M

Data coverage

Plans with financial statements1 / 3 (33%)
Plans with provider compensation1 / 3 (33%)

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

Sophia market comparison

Largest plan share of assets100%New Page Capital, LLC 401k Plan
Participants per plan149Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Sophia

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

  1. 1
    New Page Capital, LLC 401k Plan$7M
    New Page Capital, LLC · 2023
  2. 2
    New Page Companies Health And Benefit Plannot reported in the loaded dataset
    New Page Capital, LLC · 2023
  3. 3
    Braxton Culler, Inc. Welfare Benefits Plannot reported in the loaded dataset
    Cncc Operations, LLC Dba Braxton Culler · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Sophia, NC?
3 plan(s) reported by 2 sponsor(s) are loaded for Sophia, NC.

Related Form 5500 pages