Plan5500

Zebulon, 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, Zebulon, NC has 6 loaded benefit plan(s) reported by 5 plan sponsor(s), with $13,313,223 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 Zebulon

  • 6 loaded plans hold $13.3M in reported assets across 5 sponsors.
  • The largest, Noel Group Retirement Savings Plan, holds 97% of reported Zebulon plan assets.
  • Plans cover 577 participants — about 96 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$13.3MSummed across loaded plans$13,313,223
Total reported assets$13.3M$13,313,223
Total reported participants577
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$13.3M total assets
Net assets$13.3MLiabilities$0
Contributions & income
Employer contributions$455.3K
Participant contributions$919.1K
Total income / additions$3.6M
Expenses & distributions
Benefits paid / distributions$2.6M
Total expenses$2.6M
Net increase / (decrease)$1M

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 Zebulon, 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

Zebulon market comparison

Largest plan share of assets97%Noel Group Retirement Savings Plan
Participants per plan96Average across loaded plans
Plan sponsors5
Ranked by reported assets

Largest loaded plans in Zebulon

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

  1. 1
    Noel Group Retirement Savings Plan$12.9M
    Noel Group, LLC · 2023
  2. 2
    Tin Barn Consulting Incorporated Retirement Plan$215.7K
    Tin Barn Consulting Incorporated · 2023
  3. 3
    Hamlock Construction, Inc. 401k Profit Sharing Plan$127.9K
    Hamlock Construction, Inc. · 2023
  4. 4
    Kbt Services Group Inc 401(K) Plan$100K
    Kbt Services Group Inc · 2023
  5. 5
    Advanced Plastiform, Inc. Life And Disability Plannot reported in the loaded dataset
    Advanced Plastiform, Inc. · 2023
  6. 6
    The Employee Welfare Benefit Plan Of Noel Group, LLCnot reported in the loaded dataset
    Noel Group, LLC · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages