Plan5500

Summerfield, 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, Summerfield, NC has 4 loaded benefit plan(s) reported by 4 plan sponsor(s), with $765,102 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
4
Plan sponsors
4
Latest filing year
2023

What stands out in Summerfield

  • 4 loaded plans hold $765.1K in reported assets across 4 sponsors.
  • The largest, Putnam Family Industries Retirement Plan, holds 41% of reported Summerfield plan assets.
  • Plans cover 16 participants — about 4 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$765.1KSummed across loaded plans$765,102
Total reported assets$765.1K$765,102
Total reported participants16
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$765.1K total assets
Net assets$765.1KLiabilities$0
Contributions & income
Employer contributions$28K
Participant contributions$0
Total income / additions$140.9K
Expenses & distributions
Benefits paid / distributions$1.2K
Total expenses$1.3K
Net increase / (decrease)$139.6K

Data coverage

Plans with financial statements4 / 4 (100%)
Plans with provider compensation0 / 4 ()

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

Summerfield market comparison

Largest plan share of assets41%Putnam Family Industries Retirement Plan
Participants per plan4Average across loaded plans
Plan sponsors4
Ranked by reported assets

Largest loaded plans in Summerfield

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

  1. 1
    Putnam Family Industries Retirement Plan$314.8K
    Putnam Family Industries, Inc. · 2023
  2. 2
    Joe Rebo & Associates, Inc. Profit Sharing Retirement Plan$267K
    Joe Rebo & Associates, Inc. Ps · 2023
  3. 3
    Ibex Enterprises, Inc. 401(K) Profit Sharing Plan$183.3K
    Ibex Enterprises, Inc. · 2023
  4. 4
    Progressive Improvements, Inc. 401k Profit Sharing Plan$0
    Progressive Improvements, Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Summerfield, NC?
4 plan(s) reported by 4 sponsor(s) are loaded for Summerfield, NC.

Related Form 5500 pages