Plan5500

Southport, 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, Southport, NC has 16 loaded benefit plan(s) reported by 15 plan sponsor(s), with $11,945,305 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
16
Plan sponsors
15
Latest filing year
2023

What stands out in Southport

  • 16 loaded plans hold $11.9M in reported assets across 15 sponsors.
  • The largest, Bald Head Island Limited, LLC 401(K) Retirement Savings Plan, holds 30% of reported Southport plan assets.
  • Plans cover 659 participants — about 41 per plan.
  • 81% of loaded plans report full Schedule H/I financial statements.
  • 6% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$11.9MSummed across loaded plans$11,945,305
Total reported assets$11.9M$11,945,305
Total reported participants659
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$11.9M total assets
Net assets$11.9MLiabilities$0
Contributions & income
Employer contributions$152.2K
Participant contributions$192.2K
Total income / additions-$1.3M
Expenses & distributions
Benefits paid / distributions$409K
Total expenses$470.7K
Net increase / (decrease)-$1.8M

Data coverage

Plans with financial statements13 / 16 (81%)
Plans with provider compensation1 / 16 (6%)

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

Southport market comparison

Largest plan share of assets30%Bald Head Island Limited, LLC 401(K) Retirement Savings Plan
Participants per plan41Average across loaded plans
Plan sponsors15
Ranked by reported assets

Largest loaded plans in Southport

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

  1. 1
    Bald Head Island Limited, LLC 401(K) Retirement Savings Plan$3.6M
    Bald Head Island Limited, LLC · 2023
  2. 2
    Eastern Coastal Enterprises, Inc. 401(K) Profit Sharing Plan$1.8M
    Eastern Coastal Enterprises, Inc. · 2023
  3. 3
    Lrp Holdings Inc. 401(K) Plan$1.3M
    Lrp Holdings Inc. · 2023
  4. 4
    Rigby Electric Supply, Inc. Retirement Plan$1.1M
    Rigby Electric Supply, Inc. · 2023
  5. 5
    Firetti Builders, Inc. Profit Sharing Plan$1M
    Trustee Of Firetti Builders, Inc. Profit Sharing Trust · 2023
  6. 6
    Total Independence And Mobility Inc. 401(K) Plan$915K
    Total Independence And Mobility Inc. · 2023
  7. 7
    Race City Hauling, Inc. 401(K) Profit Sharing Plan$404.5K
    Race City Hauling, Inc. · 2023
  8. 8
    Twin Oakes Health, Inc. 401(K) Profit Sharing Plan$387K
    Twin Oakes Health, Inc. · 2023
  9. 9
    The Blind Sebastian Corporation 401(K) Plan$386.1K
    The Blind Sebastian Corporation · 2023
  10. 10
    Jcceo Management, Inc. 401k Plan$369.7K
    Jcceo Management, Inc. · 2023
  11. 11
    Looky Corp. 401(K) Plan$290.6K
    Looky Corp. · 2023
  12. 12
    Bfe Ventures Inc. Retirement Plan$254.6K
    Bfe Ventures Inc. · 2023
  13. 13
    Mossy Rock 401k$90K
    Mossy Rock Properties, Inc. · 2023
  14. 14
    Bald Head Island Club Health & Welfare Plannot reported in the loaded dataset
    Bald Head Island Club, Inc. · 2023
  15. 15
    Bald Head Island Limited LLC Employee Benefit Plannot reported in the loaded dataset
    Bald Head Island Limited, LLC · 2023
  16. 16
    J. Arthur Dosher Memorial Hospital Employee Benefit Plannot reported in the loaded dataset
    J. Arthur Dosher Memorial Hospital · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Southport, NC?
16 plan(s) reported by 15 sponsor(s) are loaded for Southport, NC.

Related Form 5500 pages