How many benefit plans does First Carolina Management, Inc report on Form 5500?

First Carolina Management, Inc (EIN 56-1672011) reports 1 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for First Carolina Management, Inc?

The Employer Identification Number (EIN) reported for First Carolina Management, Inc is 56-1672011.

What is the latest Form 5500 filing year for First Carolina Management, Inc?

The latest loaded Form 5500 filing year for First Carolina Management, Inc is 2023.

First Carolina Management, 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, First Carolina Management, Inc (EIN 56-1672011) is a plan sponsor located in Rocky Mount, NC with 1 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: 56-1672011
Location: Rocky Mount, NC
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $2,415,406
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $2,415,406

Contributions & income

Employer contributions: $13,565
Participant contributions: $170,347
Total income / additions: $509,493

Expenses & distributions

Benefits paid / distributions: $418,020
Total expenses: $429,569
Net increase / (decrease): $79,924

Coverage

Total reported participants: 350
Plans with financial statements: 1
Plans with provider compensation: 2

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.

Largest loaded plans by reported assets

First Carolina Management, Inc plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
First Carolina Management, Inc. 401(K) Plan	001	291	$2,415,406	2023
First Carolina Management, Inc Employee Benefit Plan	501	59	not reported in the loaded dataset	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for First Carolina Management, Inc
Year	Plan	Participants	Schedules	Filing
2023	First Carolina Management, Inc Employee Benefit Plan	59	C	20250307183006NAL0007447155001
2023	First Carolina Management, Inc. 401(K) Plan	291	H, C	20250429171456NAL0000818785001