Plan5500

Welcome, 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, Welcome, NC has 2 loaded benefit plan(s) reported by 1 plan sponsor(s), with $35,827,052 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
2
Plan sponsors
1
Latest filing year
2023

What stands out in Welcome

  • 2 loaded plans hold $35.8M in reported assets across 1 sponsors.
  • The largest, Rcr Enterprises, LLC 401(K) Profit Sharing Plan, holds 100% of reported Welcome plan assets.
  • Plans cover 1,160 participants — about 580 per plan.
  • 50% of loaded plans report full Schedule H/I financial statements.
  • 100% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$35.8MSummed across loaded plans$35,827,052
Total reported assets$35.8M$35,827,052
Total reported participants1.2K1,160
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$35.8M total assets
Net assets$35.8MLiabilities$0
Contributions & income
Employer contributionsNot reported
Participant contributions$1.7M
Total income / additions$6.5M
Expenses & distributions
Benefits paid / distributions$2.3M
Total expenses$2.4M
Net increase / (decrease)$4.1M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation2 / 2 (100%)

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

Welcome market comparison

Largest plan share of assets100%Rcr Enterprises, LLC 401(K) Profit Sharing Plan
Participants per plan580Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Welcome

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

  1. 1
    Rcr Enterprises, LLC 401(K) Profit Sharing Plan$35.8M
    Rcr Enterprises, LLC · 2023
  2. 2
    Rcr Enterprises, LLC. Employee Benefit Plannot reported in the loaded dataset
    Rcr Enterprises, LLC. Employee Benefit P · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Welcome, NC?
2 plan(s) reported by 1 sponsor(s) are loaded for Welcome, NC.

Related Form 5500 pages