Plan5500

Weaverville, 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, Weaverville, NC has 4 loaded benefit plan(s) reported by 3 plan sponsor(s), with $8,054,431 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
4
Plan sponsors
3
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$8.1MSummed across loaded plans$8,054,431
Total reported assets$8.1M$8,054,431
Total reported participants718
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$8.1M total assets
Net assets$8.1MLiabilities$0
Contributions & income
Employer contributions$256.7K
Participant contributions$1.2M
Total income / additions$2.7M
Expenses & distributions
Benefits paid / distributions$358.1K
Total expenses$406.2K
Net increase / (decrease)$2.3M

Data coverage

Plans with financial statements3 / 4 (75%)
Plans with provider compensation1 / 4 (25%)

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

Weaverville market comparison

Largest plan share of assets76%Epsilon, Inc. 401(K) Plan
Participants per plan180Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in Weaverville

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

  1. 1
    Epsilon, Inc. 401(K) Plan$6.1M
    Epsilon, Inc. · 2023
  2. 2
    Motocom, Inc. 401(K) Plan$1.6M
    Motocom, Inc. D/B/A Repairmanual.Com · 2023
  3. 3
    Mountain And Sea Getaways, Inc. 401(K) Plan$367.9K
    Mountain And Sea Getaways, Inc. · 2023
  4. 4
    The Epsilon, Inc. Health And Welfare Benefits Plannot reported in the loaded dataset
    Epsilon, Inc. · 2023

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

Related Form 5500 pages