Plan5500

Weddington, 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, Weddington, NC has 4 loaded benefit plan(s) reported by 4 plan sponsor(s), with $891,205 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
4
Latest filing year
2023

What stands out in Weddington

  • 4 loaded plans hold $891.2K in reported assets across 4 sponsors.
  • The largest, Kgda Aloha, Inc. Retirement Plan, holds 40% of reported Weddington plan assets.
  • Plans cover 12 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$891.2KSummed across loaded plans$891,205
Total reported assets$891.2K$891,205
Total reported participants12
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$891.2K total assets
Net assets$891.2KLiabilities—
Contributions & income
Employer contributions$30K
Participant contributionsNot reported
Total income / additions$62K
Expenses & distributions
Benefits paid / distributionsNot reported
Total expenses$1
Net increase / (decrease)$62K

Data coverage

Plans with financial statements4 / 4 (100%)
Plans with provider compensation0 / 4 ()

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

Weddington market comparison

Largest plan share of assets40%Kgda Aloha, Inc. Retirement Plan
Participants per plan3Average across loaded plans
Plan sponsors4
Ranked by reported assets

Largest loaded plans in Weddington

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

  1. 1
    Kgda Aloha, Inc. Retirement Plan$355.6K
    Kgda Aloha, Inc. · 2023
  2. 2
    Sgs Ii, Inc. Retirement Plan$248.2K
    Sgs Ii, Inc. · 2023
  3. 3
    Iron Will Fitness Inc. Retirement Plan$196K
    Iron Will Fitness Inc. · 2023
  4. 4
    L3k Holdings Inc. Retirement Plan$91.5K
    L3k Holdings Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Weddington, NC?
4 plan(s) reported by 4 sponsor(s) are loaded for Weddington, NC.

Related Form 5500 pages