Plan5500

Wendell, 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, Wendell, NC has 6 loaded benefit plan(s) reported by 5 plan sponsor(s), with $13,068,002 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
6
Plan sponsors
5
Latest filing year
2023

What stands out in Wendell

  • 6 loaded plans hold $13.1M in reported assets across 5 sponsors.
  • The largest, Spc Mechanical Corporation Retirement Savings Plan, holds 96% of reported Wendell plan assets.
  • Plans cover 855 participants — about 143 per plan.
  • 67% of loaded plans report full Schedule H/I financial statements.
  • 17% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$13.1MSummed across loaded plans$13,068,002
Total reported assets$13.1M$13,068,002
Total reported participants855
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$13.1M total assets
Net assets$13.1MLiabilities$0
Contributions & income
Employer contributions$592.6K
Participant contributions$895K
Total income / additions$3.3M
Expenses & distributions
Benefits paid / distributions$1.5M
Total expenses$1.6M
Net increase / (decrease)$1.8M

Data coverage

Plans with financial statements4 / 6 (67%)
Plans with provider compensation1 / 6 (17%)

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

Wendell market comparison

Largest plan share of assets96%Spc Mechanical Corporation Retirement Savings Plan
Participants per plan143Average across loaded plans
Plan sponsors5
Ranked by reported assets

Largest loaded plans in Wendell

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

  1. 1
    Spc Mechanical Corporation Retirement Savings Plan$12.6M
    Spc Mechanical Corporation · 2023
  2. 2
    Metz Medical Transport, Inc. 401k Profit Sharing Plan$516K
    Metz Medical Transport, Inc. · 2023
  3. 3
    C&R Veverka Inc. Profit Sharing Plan$0
    C&R Veverka Inc. · 2023
  4. 4
    Spinelli & Cline Enterprise, Inc. 401(K) Plan$0
    Spinelli & Cline Enterprise, Inc. · 2023
  5. 5
    Spc Mechanical Corporation Employee Benefit Plannot reported in the loaded dataset
    Spc Mechanical Corporation · 2023
  6. 6
    Daedong Usa Inc Welfare Benefit Plannot reported in the loaded dataset
    Daedong Usa Inc · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Wendell, NC?
6 plan(s) reported by 5 sponsor(s) are loaded for Wendell, NC.

Related Form 5500 pages