Plan5500

Swansboro, 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, Swansboro, NC has 3 loaded benefit plan(s) reported by 3 plan sponsor(s), with $1,060,251 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 Swansboro

  • 3 loaded plans hold $1.1M in reported assets across 3 sponsors.
  • The largest, Rise Subs Inc. Retirement Plan, holds 100% of reported Swansboro plan assets.
  • Plans cover 124 participants — about 41 per plan.
  • 67% 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$1.1MSummed across loaded plans$1,060,251
Total reported assets$1.1M$1,060,251
Total reported participants124
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$1.1M total assets
Net assets$1.1MLiabilities—
Contributions & income
Employer contributions$4.2K
Participant contributions$99.7K
Total income / additions$376K
Expenses & distributions
Benefits paid / distributions$6.1K
Total expenses$14.8K
Net increase / (decrease)$361.3K

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation0 / 3 ()

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

Swansboro market comparison

Largest plan share of assets100%Rise Subs Inc. Retirement Plan
Participants per plan41Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in Swansboro

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

  1. 1
    Rise Subs Inc. Retirement Plan$1.1M
    Rise Subs Inc. · 2023
  2. 2
    Hsg LLC Welfare Benefit Plannot reported in the loaded dataset
    Hsg LLC · 2023
  3. 3
    Employee Health Plan Of Martin Franchise Groupnot reported in the loaded dataset
    Martin Franchise Group · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages