Wake Forest, 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, Wake Forest, NC has 25 loaded benefit plan(s) reported by 23 plan sponsor(s), with $83,638,898 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 25
- Plan sponsors
- 23
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $83,638,898
- Total reported liabilities (EOY)
- $16
- Total reported net assets (EOY)
- $83,638,882
Contributions & income
- Employer contributions
- $1,928,477
- Participant contributions
- $5,858,973
- Total income / additions
- $21,023,991
Expenses & distributions
- Benefits paid / distributions
- $8,922,499
- Total expenses
- $9,247,413
- Net increase / (decrease)
- $11,776,578
Coverage
- Total reported participants
- 5,105
- Plans with financial statements
- 22
- Plans with provider compensation
- 6
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Wake Forest, 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.
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Crossroads Ford, Inc. 401(K) Plan | Crossroads Ford, Inc. | $35,455,274 | 2023 |
| The Body Shop 401(K) Savings & Retirement Plan | Buth-Na-Bodhaige, Inc. Dba The Body Shop | $15,633,637 | 2023 |
| The Franklin Academy 401(K) Retirement Plan | The Franklin Academy, Inc. | $11,662,099 | 2023 |
| 1-800-Pack-Rat, LLC 401(K) Plan | 1-800-Pack-Rat, LLC | $9,445,279 | 2023 |
| Radeas LLC Retirement Savings Plan | Radeas LLC | $3,700,688 | 2023 |
| Timecentric, Inc. 401(K) Plan | Timecentric, Inc. | $1,947,330 | 2023 |
| Garrett Insurance Services Retirement Plan | Garrett Insurance Services, Inc. | $1,591,195 | 2023 |
| Design The Future, Inc. Retirement Plan | Design The Future, Inc. | $990,933 | 2023 |
| Riverturn 401(K) Plan | Riverturn, Inc. | $915,321 | 2023 |
| Crazy Horse Nc 401k Trust | Crazy Horse 1877 Corporation | $392,009 | 2023 |
| Miknat, Inc. Profit Sharing Plan | Miknat, Inc. | $378,725 | 2023 |
| P Squared Holdings Inc. Retirement Plan | P Squared Holdings Inc. | $373,315 | 2023 |
| Joyner5, Inc. 401k Profit Sharing Plan | Joyner5, Inc. | $295,400 | 2023 |
| Tolle Lege Inc. 401(K) Plan | Tolle Lege Inc. | $216,278 | 2023 |
| The 6 Forks Group Inc. Retirement Plan | The 6 Forks Group, Inc. | $210,024 | 2023 |
| M L Thompson & Associates Retirement Plan | M L Thompson & Associates, Inc. | $165,732 | 2023 |
| Cb Entities, Inc. 401(K) Plan | Cb Entities, Inc. | $112,085 | 2023 |
| Decorative Concrete Coatings Of N.C., Inc. 401(K) Profit Sharing Plan | Decorative Concrete Coatings Of N.C., Inc. | $72,780 | 2023 |
| Nos Beauty Inc. 401(K) Plan | Nos Beauty Inc. | $36,757 | 2023 |
| El Verde Group, Inc. 401k Profit Sharing Plan | El Verde Group, Inc. | $33,460 | 2023 |
| West Sayl Inc. 401k Profit Sharing Plan | West Sayl Inc. | $10,577 | 2023 |
| Quick Step Real Estate, Inc. 401(K) Plan | Quick Step Real Estate, Inc. | $0 | 2023 |
| Radeas LLC Employee Benefit Plan | Radeas, LLC | not reported in the loaded dataset | 2023 |
| Zippy Shell Benefits Program | Zippy Shell Incorporated | not reported in the loaded dataset | 2023 |
| Crossroads Ford Employee Benefit Plan | Crossroads Ford, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Wake Forest → · Wake Forest plans by participants → · Wake Forest plans with financial data → · Wake Forest plans with provider compensation → · $1B+ plans in Wake Forest →
Related Form 5500 pages
- All NC Form 5500 filings
- Crossroads Ford, Inc. 401(K) Plan (plan 001)
- Crossroads Ford, Inc. — all reported plans
- The Body Shop 401(K) Savings & Retirement Plan (plan 001)
- Buth-Na-Bodhaige, Inc. Dba The Body Shop — all reported plans
- The Franklin Academy 401(K) Retirement Plan (plan 001)
- The Franklin Academy, Inc. — all reported plans
- 1-800-Pack-Rat, LLC 401(K) Plan (plan 101)
- 1-800-Pack-Rat, LLC — all reported plans
- Radeas LLC Retirement Savings Plan (plan 001)
- Radeas LLC — all reported plans
- Timecentric, Inc. 401(K) Plan (plan 001)
- Timecentric, Inc. — all reported plans
- Garrett Insurance Services Retirement Plan (plan 001)
- Garrett Insurance Services, Inc. — all reported plans
- Design The Future, Inc. Retirement Plan (plan 001)
- Design The Future, Inc. — all reported plans
- Riverturn 401(K) Plan (plan 001)
- Riverturn, Inc. — all reported plans
- Crazy Horse Nc 401k Trust (plan 001)
- Crazy Horse 1877 Corporation — all reported plans
- Miknat, Inc. Profit Sharing Plan (plan 001)
- Miknat, Inc. — all reported plans
- P Squared Holdings Inc. Retirement Plan (plan 001)
- P Squared Holdings Inc. — all reported plans
- Joyner5, Inc. 401k Profit Sharing Plan (plan 001)
- Joyner5, Inc. — all reported plans
- Tolle Lege Inc. 401(K) Plan (plan 001)
- Tolle Lege Inc. — all reported plans
- The 6 Forks Group Inc. Retirement Plan (plan 001)
- The 6 Forks Group, Inc. — all reported plans
- Methodology
- Data sources