Plan5500

Lake Wylie, 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, Lake Wylie, SC has 2 loaded benefit plan(s) reported by 2 plan sponsor(s), with $2,356,122 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
2
Plan sponsors
2
Latest filing year
2023

What stands out in Lake Wylie

  • 2 loaded plans hold $2.4M in reported assets across 2 sponsors.
  • The largest, Carolina Contracting & Investments Inc. 401(K) Plan, holds 100% of reported Lake Wylie plan assets.
  • Plans cover 10 participants — about 5 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$2.4MSummed across loaded plans$2,356,122
Total reported assets$2.4M$2,356,122
Total reported participants10
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$2.4M total assets
Net assets$2.4MLiabilities—
Contributions & income
Employer contributions$0
Participant contributions$0
Total income / additions$291K
Expenses & distributions
Benefits paid / distributions$0
Total expenses$191
Net increase / (decrease)$290.8K

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation0 / 2 ()

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

Lake Wylie market comparison

Largest plan share of assets100%Carolina Contracting & Investments Inc. 401(K) Plan
Participants per plan5Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Lake Wylie

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

  1. 1
    Carolina Contracting & Investments Inc. 401(K) Plan$2.4M
    Carolina Contracting & Investments Inc. · 2023
  2. 2
    Dawson Group, Inc. 401(K) Plan$0
    Dawson Group, Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Lake Wylie, SC?
2 plan(s) reported by 2 sponsor(s) are loaded for Lake Wylie, SC.

Related Form 5500 pages