Southern Pines, 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, Southern Pines, NC has 25 loaded benefit plan(s) reported by 15 plan sponsor(s), with $223,904,674 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 25
- Plan sponsors
- 15
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $223,904,674
- Total reported liabilities (EOY)
- $511,809
- Total reported net assets (EOY)
- $223,392,865
Contributions & income
- Employer contributions
- $8,038,666
- Participant contributions
- $10,969,519
- Total income / additions
- $60,257,389
Expenses & distributions
- Benefits paid / distributions
- $51,201,126
- Total expenses
- $52,062,546
- Net increase / (decrease)
- $8,194,843
Coverage
- Total reported participants
- 6,200
- Plans with financial statements
- 14
- Plans with provider compensation
- 6
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Southern Pines, 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 |
|---|---|---|---|
| First Bancorp Employees' 401(K) Savings Plan | First Bancorp | $138,427,806 | 2023 |
| The Southern Software, Inc. Employee Stock Ownership Plan | Southern Software, Inc. | $31,130,400 | 2023 |
| Carolina Eye Retirement Savings Plan & Money Purchase Plan | Carolina Eye Associates, P.A. | $27,893,661 | 2023 |
| Sandhills Independent School Corporation Defined Contribution Retirement Plan | Sandhills Independent School Corporation | $7,262,461 | 2023 |
| Cc Engage 401(K) Plan | Classical Conversations, Inc. | $4,547,299 | 2023 |
| Penick Village 403(B) Retirement Plan | Penick Village, Inc. | $3,912,102 | 2023 |
| K2 Solutions Inc. 401(K) Plan | K2 Solutions Inc. | $3,836,171 | 2023 |
| First Bancorp Employees' Pension Plan | First Bancorp | $3,438,704 | 2023 |
| Episcopal Day School, Inc. | Episcopal Day School | $2,275,729 | 2023 |
| Ava Technologies Global Corp 401(K) Plan | Ava Technologies Global Corp | $454,793 | 2023 |
| Tpmg Inc. Retirement Plan | Tpmg Inc. | $426,691 | 2023 |
| Servanthood Ministries, Inc. 401(K) Plan | Servanthood Ministries, Inc. | $183,230 | 2023 |
| Episcopal Day School, Inc. | Episcopal Day School, Inc. | $115,627 | 2023 |
| K2 Solutions, Inc. Employee Stock Ownership And 401(K) Plan | K2 Solutions Inc. | $0 | 2023 |
| Group Insurance Plan For Employees Of First Bancorp | First Bancorp | not reported in the loaded dataset | 2023 |
| Classical Conversations, Inc. Welfare Benefits Plan | Classical Conversations, Incorporated | not reported in the loaded dataset | 2023 |
| Mid Pines Development Group Employee Benefit Plan | Mid Pines Development Group | not reported in the loaded dataset | 2023 |
| Carolina Eye Associates, P.A. Welfare Benefit Plan | Carolina Eye Associates, P.A. | not reported in the loaded dataset | 2023 |
| Hsl Automotive Inc Welfare Plan | Hsl Automotive | not reported in the loaded dataset | 2023 |
| K2 Solutions, Inc. Health Benefit Plan | K2 Solutions, Inc. | not reported in the loaded dataset | 2023 |
| Hiremadskills Health And Welfare Plan | Hiremadskills, Inc | not reported in the loaded dataset | 2023 |
| Trident Management Inc | Trident Management, Inc | not reported in the loaded dataset | 2023 |
| Penick Village Employee Benefit Plan | Penick Village, Inc. | not reported in the loaded dataset | 2023 |
| Classical Conversations, Inc. Mec Benefit Plan | Classical Conversations, Incorporated | not reported in the loaded dataset | 2023 |
| First Bancorp Flexible Benefit Plan | First Bancorp | not reported in the loaded dataset | 2023 |
Largest plans in Southern Pines → · Southern Pines plans by participants → · Southern Pines plans with financial data → · Southern Pines plans with provider compensation → · $1B+ plans in Southern Pines →
Related Form 5500 pages
- All NC Form 5500 filings
- First Bancorp Employees' 401(K) Savings Plan (plan 001)
- First Bancorp — all reported plans
- The Southern Software, Inc. Employee Stock Ownership Plan (plan 002)
- Southern Software, Inc. — all reported plans
- Carolina Eye Retirement Savings Plan & Money Purchase Plan (plan 001)
- Carolina Eye Associates, P.A. — all reported plans
- Sandhills Independent School Corporation Defined Contribution Retirement Plan (plan 001)
- Sandhills Independent School Corporation — all reported plans
- Cc Engage 401(K) Plan (plan 001)
- Classical Conversations, Inc. — all reported plans
- Penick Village 403(B) Retirement Plan (plan 002)
- Penick Village, Inc. — all reported plans
- K2 Solutions Inc. 401(K) Plan (plan 003)
- K2 Solutions Inc. — all reported plans
- First Bancorp Employees' Pension Plan (plan 002)
- Episcopal Day School, Inc. (plan 002)
- Episcopal Day School — all reported plans
- Ava Technologies Global Corp 401(K) Plan (plan 001)
- Ava Technologies Global Corp — all reported plans
- Tpmg Inc. Retirement Plan (plan 001)
- Tpmg Inc. — all reported plans
- Servanthood Ministries, Inc. 401(K) Plan (plan 001)
- Servanthood Ministries, Inc. — all reported plans
- Episcopal Day School, Inc. (plan 001)
- K2 Solutions, Inc. Employee Stock Ownership And 401(K) Plan (plan 002)
- Group Insurance Plan For Employees Of First Bancorp (plan 502)
- Methodology
- Data sources