Plan5500

Surf City, 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, Surf City, NC has 3 loaded benefit plan(s) reported by 3 plan sponsor(s), with $491,849 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
3
Latest filing year
2023

What stands out in Surf City

  • 3 loaded plans hold $491.8K in reported assets across 3 sponsors.
  • The largest, Grudziena, Inc. 401(K) Profit Sharing Plan, holds 61% of reported Surf City plan assets.
  • Plans cover 4 participants — about 1 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$491.8KSummed across loaded plans$491,849
Total reported assets$491.8K$491,849
Total reported participants4
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$491.8K total assets
Net assets$491.8KLiabilities—
Contributions & income
Employer contributions$0
Participant contributions$0
Total income / additions$252.4K
Expenses & distributions
Benefits paid / distributions$0
Total expenses$145
Net increase / (decrease)$252.2K

Data coverage

Plans with financial statements3 / 3 (100%)
Plans with provider compensation0 / 3 ()

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

Surf City market comparison

Largest plan share of assets61%Grudziena, Inc. 401(K) Profit Sharing Plan
Participants per plan1Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in Surf City

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

  1. 1
    Grudziena, Inc. 401(K) Profit Sharing Plan$299.1K
    Grudziena, Inc. · 2023
  2. 2
    Wagsnwaves Corporation 401(K) Plan$168.1K
    Wagsnwaves Corporation · 2023
  3. 3
    Coastal Carolina Solutions, Inc. 401(K) Plan$24.7K
    Coastal Carolina Solutions, Inc. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages