Plan5500

Swannanoa, 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, Swannanoa, NC has 3 loaded benefit plan(s) reported by 3 plan sponsor(s), with $5,872,322 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 Swannanoa

  • 3 loaded plans hold $5.9M in reported assets across 3 sponsors.
  • The largest, Quility 401(K) Retirement Plan, holds 85% of reported Swannanoa plan assets.
  • Plans cover 436 participants — about 145 per plan.
  • 67% 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$5.9MSummed across loaded plans$5,872,160
Total reported assets$5.9M$5,872,322
Total reported participants436
Total reported liabilities$162

Reported net position

Reported assets = net assets + liabilities (summed)$5.9M total assets
Net assets$5.9MLiabilities$162
Contributions & income
Employer contributions$518K
Participant contributions$882.3K
Total income / additions$2.2M
Expenses & distributions
Benefits paid / distributions$126.6K
Total expenses$175.6K
Net increase / (decrease)$2M

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation1 / 3 (33%)

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

Swannanoa market comparison

Largest plan share of assets85%Quility 401(K) Retirement Plan
Participants per plan145Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in Swannanoa

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

  1. 1
    Quility 401(K) Retirement Plan$5M
    Quility Holding, LLC · 2023
  2. 2
    Dee'S Custom Homes, Inc. Profit Sharing Plan$902.3K
    Dee'S Custom Homes, Inc. · 2023
  3. 3
    Quility Insurance, LLC Welfare Benefit Plannot reported in the loaded dataset
    Quility Insurance, LLC · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages