Plan5500

Charlotte, SC 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, Charlotte, SC has 1 loaded benefit plan(s) reported by 1 plan sponsor(s), with $271,924 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
1
Plan sponsors
1
Latest filing year
2023

What stands out in Charlotte

  • 1 loaded plans hold $271.9K in reported assets across 1 sponsors.
  • The largest, E320 Investments, Ltd. 401(K) Plan, holds 100% of reported Charlotte plan assets.
  • Plans cover 0 participants — about 0 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$271.9KSummed across loaded plans$271,924
Total reported assets$271.9K$271,924
Total reported participants0
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$271.9K total assets
Net assets$271.9KLiabilities—
Contributions & income
Employer contributions$0
Participant contributions$0
Total income / additions$272.1K
Expenses & distributions
Benefits paid / distributions$0
Total expenses$170
Net increase / (decrease)$271.9K

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation0 / 1 ()

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

Charlotte market comparison

Largest plan share of assets100%E320 Investments, Ltd. 401(K) Plan
Participants per plan0Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Charlotte

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

  1. 1
    E320 Investments, Ltd. 401(K) Plan$271.9K
    E320 Investments, Ltd. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages