Plan5500

West Jefferson, 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, West Jefferson, NC has 5 loaded benefit plan(s) reported by 4 plan sponsor(s), with $49,793,885 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
5
Plan sponsors
4
Latest filing year
2023

What stands out in West Jefferson

  • 5 loaded plans hold $49.8M in reported assets across 4 sponsors.
  • The largest, Skyline Telephone Membership Corporation Employee Benefit Trust, holds 62% of reported West Jefferson plan assets.
  • Plans cover 554 participants — about 111 per plan.
  • 80% of loaded plans report full Schedule H/I financial statements.
  • 60% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$49.8MSummed across loaded plans$49,793,885
Total reported assets$49.8M$49,793,885
Total reported participants554
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$49.8M total assets
Net assets$49.8MLiabilities$0
Contributions & income
Employer contributions$2.1M
Participant contributions$635.8K
Total income / additions$8.7M
Expenses & distributions
Benefits paid / distributions$1.8M
Total expenses$2M
Net increase / (decrease)$6.7M

Data coverage

Plans with financial statements4 / 5 (80%)
Plans with provider compensation3 / 5 (60%)

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

West Jefferson market comparison

Largest plan share of assets62%Skyline Telephone Membership Corporation Employee Benefit Trust
Participants per plan111Average across loaded plans
Plan sponsors4
Ranked by reported assets

Largest loaded plans in West Jefferson

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

  1. 1
    Skyline Telephone Membership Corporation Employee Benefit Trust$30.7M
    Skyline Telephone Membership Corporation Employee Benefit Trust · 2023
  2. 2
    Lifestore 401(K) Profit Sharing Plan$16.8M
    Lifestore Financial Group, Inc. · 2023
  3. 3
    Generations Ashe Retirement Savings Plan$1.9M
    Generations Ashe · 2023
  4. 4
    Jathet Inc. 401(K) Plan$345.5K
    Jathet Inc. · 2023
  5. 5
    Lifestore Health & Welfare Plannot reported in the loaded dataset
    Lifestore Financial Group, Inc. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages