Foundation For The Carolinas — 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, Foundation For The Carolinas (EIN 56-6047886) is a plan sponsor located in Charlotte, 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
56-6047886
Location
Charlotte, NC
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$29,606,668
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$29,606,668

Contributions & income

Employer contributions
$1,840,453
Participant contributions
$1,250,264
Total income / additions
$7,604,452

Expenses & distributions

Benefits paid / distributions
$2,290,468
Total expenses
$2,344,141
Net increase / (decrease)
$5,260,311

Coverage

Total reported participants
371
Plans with financial statements
1
Plans with provider compensation
1

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

Foundation For The Carolinas plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Foundation For The Carolinas Dc Plan004219$29,606,6682023
Foundation For The Carolinas501152not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Foundation For The Carolinas
YearPlanParticipantsSchedulesFiling
2023Foundation For The Carolinas15220240719171746NAL0004650067001
2023Foundation For The Carolinas Dc Plan219H, C20250430142823NAL0001976049001

Related Form 5500 pages