Plan5500

Carolina Village, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Carolina Village, Inc. (EIN 23-7179679) is a plan sponsor located in Hendersonville, NC with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
23-7179679
Location
Hendersonville, NC
Loaded plans
2
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$7.5MSummed across loaded plans$7,487,237
Total reported assets$7.5M$7,487,237
Total reported participants619
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$7.5M total assets
Net assets$7.5MLiabilities$0
Contributions & income
Employer contributions$252.1K
Participant contributions$498K
Total income / additions$2.1M
Expenses & distributions
Benefits paid / distributions$370.3K
Total expenses$434.2K
Net increase / (decrease)$1.6M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's 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

Portfolio comparison

Largest plan share of assets100%Carolina Village, Inc. Tax Sheltered Annuity Plan
Participants per plan310Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

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

  1. 1
    Carolina Village, Inc. Tax Sheltered Annuity Plan$7.5M
    Plan #002 · 402 participants · 2023
  2. 2
    Carolina Village Employer Benefitsnot reported in the loaded dataset
    Plan #501 · 217 participants · 2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Carolina Village, Inc.
YearPlanParticipantsSchedulesFiling
2023Carolina Village Employer Benefits217—20240625172811NAL0016190994001
2023Carolina Village, Inc. Tax Sheltered Annuity Plan402H, C20240726083051NAL0010033955001

Related Form 5500 pages