Plan5500

Waxhaw, 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, Waxhaw, NC has 15 loaded benefit plan(s) reported by 15 plan sponsor(s), with $2,247,051 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
15
Plan sponsors
15
Latest filing year
2023

What stands out in Waxhaw

  • 15 loaded plans hold $2.2M in reported assets across 15 sponsors.
  • The largest, Allyn Solutions Incorporated Retirement Plan, holds 33% of reported Waxhaw plan assets.
  • Plans cover 44 participants — about 3 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$2.2MSummed across loaded plans$2,236,434
Total reported assets$2.2M$2,247,051
Total reported participants44
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$2.2M total assets
Net assets$2.2MLiabilities$0
Contributions & income
Employer contributions$10K
Participant contributions$4.5K
Total income / additions$437.9K
Expenses & distributions
Benefits paid / distributions$23.7K
Total expenses$24.2K
Net increase / (decrease)$413.7K

Data coverage

Plans with financial statements15 / 15 (100%)
Plans with provider compensation0 / 15 ()

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

Waxhaw market comparison

Largest plan share of assets33%Allyn Solutions Incorporated Retirement Plan
Participants per plan3Average across loaded plans
Plan sponsors15
Ranked by reported assets

Largest loaded plans in Waxhaw

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

  1. 1
    Allyn Solutions Incorporated Retirement Plan$741.4K
    Allyn Solutions Incorporated · 2023
  2. 2
    Awvo Holdings Inc. Retirement Plan$671K
    Awvo Holdings Inc. · 2023
  3. 3
    Kids' Pit Stop Retirement Plan$358.5K
    Kids' Pit Stop, Inc. · 2023
  4. 4
    Plazax, Inc. 401(K) Plan$246.4K
    Plazax, Inc. · 2023
  5. 5
    Wmk Enterprises Inc 401(K) Plan$105.7K
    Wmk Enterprises Inc · 2023
  6. 6
    Houseman Consulting 401k$77.4K
    Houseman Consulting Limited · 2023
  7. 7
    Cpl Corporation 401(K) Plan$28K
    Cpl Corporation · 2023
  8. 8
    Brannon Ventures Inc 401k Profit Sharing Plan$10.6K
    Brannon Ventures Inc. · 2023
  9. 9
    Riverlyn, Inc. 401(K) Profit Sharing Plan$3K
    Riverlyn, Inc. · 2023
  10. 10
    Prescart Corp. 401(K) Profit Sharing Plan$2.7K
    Prescart Corp. · 2023
  11. 11
    Rhome2own 401k$2.1K
    Rhome2own Inc. · 2023
  12. 12
    J. Ryland Group Inc. Retirement Plan$93
    J. Ryland Group Inc. · 2023
  13. 13
    Rescued Dreams, Inc. 401(K) Profit Sharing Plan$0
    Rescued Dreams, Inc. · 2023
  14. 14
    Erw Solutions, Inc. Profit Sharing Plan$0
    Erw Solutions, Inc. · 2023
  15. 15
    Liminal Space, Inc. Retirement Plan$0
    Liminal Space, Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Waxhaw, NC?
15 plan(s) reported by 15 sponsor(s) are loaded for Waxhaw, NC.

Related Form 5500 pages