2023 Form 5500 filing — Charlotte Christian School Retirement Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240220065045NAL0000233187001) for Charlotte Christian School Retirement Plan, reported by Charlotte Christian School under EIN 56-0750913 and plan number 001. It reports 362 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$0Reported net assets

Participants362

Provider compensation$13.4K3 Schedule C row(s)$13,394

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20240220065045NAL0000233187001
Plan sponsor: Charlotte Christian School
EIN: 56-0750913
Plan number: 001
Location: Charlotte, NC
Received date: not reported in the loaded dataset

How to read this filing

This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
Schedule chips (Sch H / I / C) show which schedules this filing includes.
Net assets = total assets minus total liabilities (Schedule H/I).
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
For the plan's full history, open the plan profile.

Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Money in vs. money out

Total income / additions$2M

Total expenses$1.4M

Benefits paid / distributions$1.4M

Contributions

Employer$309.1K

Participant$608.6K

Full reported line items

Total assets (EOY): $0
Total liabilities (EOY): $0
Net assets (EOY): $0
Employer contributions: $309,095
Participant contributions: $608,604
Total income / additions: $2,007,651
Benefits paid: $1,415,311
Administrative expenses: $13,169
Total expenses: $1,428,480
Net increase / (decrease): $579,171

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Melissa Critcher, Cpa, Pc$12.1K
AUDITOR · Direct $12.1K
2
Cbiz Investment Advisory Services$897
ADVISOR · Direct $897
3
Tiaa$400
RECORDKEEPER · Direct $400 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240220065045NAL0000233187001 cover?: It is the 2023 Form 5500 filing for Charlotte Christian School Retirement Plan, reported by Charlotte Christian School (EIN 56-0750913).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).