Plan5500

The Presbyterian Home At Charlotte 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, The Presbyterian Home At Charlotte Inc. (EIN 56-6064186) is a plan sponsor located in Charlotte, 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
56-6064186
Location
Charlotte, NC
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for The Presbyterian Home At Charlotte Inc.

  • 2 loaded plans hold $6.1M in reported assets.
  • The largest, The Presbyterian Home At Charlotte, Inc. 401(K) Plan, holds 100% of this company's reported plan assets.
  • Plans cover 374 reported participants.
  • 1 of 2 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$6.1MSummed across loaded plans$6,050,963
Total reported assets$6.1M$6,051,794
Total reported participants374
Total reported liabilities$831

Reported net position

Reported assets = net assets + liabilities (summed)$6.1M total assets
Net assets$6.1MLiabilities$831
Contributions & income
Employer contributions$204K
Participant contributions$388.4K
Total income / additions$1.4M
Expenses & distributions
Benefits paid / distributions$391.5K
Total expenses$444.3K
Net increase / (decrease)$1M

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%The Presbyterian Home At Charlotte, Inc. 401(K) Plan
Participants per plan187Average 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
    The Presbyterian Home At Charlotte, Inc. 401(K) Plan$6.1M
    Plan #001 · 205 participants · 2023
  2. 2
    The Presbyterian Home At Charlotte, Incnot reported in the loaded dataset
    Plan #502 · 169 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for The Presbyterian Home At Charlotte Inc.. Open one for its full reported snapshot.

  1. 2023
    The Presbyterian Home At Charlotte, Inc. 401(K) Plan205 participants · 2Sch HSch C
    View filing →
  2. 2023
    The Presbyterian Home At Charlotte, Inc169 participants · 2No schedules
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does The Presbyterian Home At Charlotte Inc. report on Form 5500?
The Presbyterian Home At Charlotte Inc. (EIN 56-6064186) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for The Presbyterian Home At Charlotte Inc.?
The Employer Identification Number (EIN) reported for The Presbyterian Home At Charlotte Inc. is 56-6064186.
What is the latest Form 5500 filing year for The Presbyterian Home At Charlotte Inc.?
The latest loaded Form 5500 filing year for The Presbyterian Home At Charlotte Inc. is 2023.

Related Form 5500 pages