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Form 5500 · Retirement plan · SAPPHIRE, NC

MCNEELY COMPANIES

The filing calls this plan MCNEELY COMPANIES 401(K) PLAN.

MCNEELY COMPANIES of SAPPHIRE, NC files a Form 5500 for its retirement plan. Schedule A discloses 1 annuity or guaranteed-interest contract held by the plan, written by EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA. These are investment and funding contracts, not group health or welfare coverage. No medical, dental or life benefit is reported on this filing.

Agent of record (Schedule A)
Contract year ends
Decemberas filed for plan year 2024

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 56-1223676 · plan 001 · plan year 2024, filed Sep 4, 2025

Participants at the start of the year
179
Contracts on file
1
Contract value
—
Plan year end
December

Plan brief

Schedule A lists 1 insurance contract held by the plan — an annuity, a guaranteed-interest account or a similar funding vehicle, with EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA.

The filing discloses no agent commission on these contracts.

A Schedule A is filed for a retirement plan when plan assets sit in an insurance company contract. It reports the contract's balances and any agent commission. It does not report a health, dental or life premium, and it does not give a group renewal date.

The contract year ended in December.

Schedule A insurance contracts

CarrierContract typeCoveredYear endsContract valueCommission
EMPOWER ANNUITY INSURANCE COMPANY OF AMERICAAnnuity / GIC0December—$0

Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.

See the filing at the Department of Labor

Administrator and service providers

Plan administrator on the filing
MCNEELY COMPANIES
EIN 56-1223676

The plan administrator is from line 3a of the main form. We publish company names only.

Reported to OSHA

Reported to OSHA for 2025: 28 employees, 0 recordable cases, 0 days away from work.

EmployeesThe company's own average for the year
28
Hours worked
49,398
Recordable cases
0
Days away from work
0

Source: OSHA Injury Tracking Application establishment data, 2025.

What the plan holds

Plan assets at year end
$14,529,765
Paid out in benefits
$359,727
Participants at the start of the year
179
Participants with account balances
168

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H

Who runs the plan

Independent accountantEIN 57-1157523
APRIO LLP
Accountant's opinion (Schedule H, line 3a)
Unmodified

From Schedule H of this filing.

We can name the recordkeeper and the auditor for large plans, the ones that file a Schedule C or a Schedule H. Smaller plans do not have to report either, so for most 401(k) plans in the country that information is not public anywhere.

More employer plans in North Carolina — largest plans, brokers, carriers and renewal months.