Yadkinville, 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, Yadkinville, NC has 6 loaded benefit plan(s) reported by 6 plan sponsor(s), with $6,490,736 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
6
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$6,490,736
Total reported liabilities (EOY)
$956,667
Total reported net assets (EOY)
$5,360,349

Contributions & income

Employer contributions
$238,844
Participant contributions
$132,067
Total income / additions
$1,481,031

Expenses & distributions

Benefits paid / distributions
$368,211
Total expenses
$434,585
Net increase / (decrease)
$1,046,446

Coverage

Total reported participants
337
Plans with financial statements
4
Plans with provider compensation
2

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

Largest loaded plans by reported assets

Largest loaded plans in Yadkinville, NC
PlanSponsorReported assets (EOY)Year
The Austin Company Of Greensboro Employees 401(K)The Austin Company Of Greensboro$4,103,8012023
Viewriver Machine Corporation Employee Stock Ownership PlanViewriver Machine Corporation$2,208,2152023
Mclure Enterprises Inc 401(K) PlanMclure Enterprises Inc$173,7202023
Lottes, Inc. Retirement PlanLottes, Inc.$5,0002023
Triad Metal Recyclers LLC Employee Benefit PlanTriad Metal Recyclers LLCnot reported in the loaded dataset2023
Advantage Machinery Services, Inc. Health & Welfare Benefit PlanAdvantage Machinery Services, Inc.not reported in the loaded dataset2023

Related Form 5500 pages