2023 Form 5500 filing — Queens University Of Charlotte Tda 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 20240305153136NAL0025033937001) for Queens University Of Charlotte Tda Plan, reported by Queens University Of Charlotte under EIN 56-0530003 and plan number 002. It reports 429 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
Participants429
Provider compensation$6.5K1 Schedule C row(s)$6,505
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240305153136NAL0025033937001
Plan sponsor
Queens University Of Charlotte
EIN
56-0530003
Plan number
002
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$2.9M
Total expenses$748.3K
Benefits paid / distributions$742K
Contributions
EmployerNot reported
Participant$497.4K
Full reported line items
Total assets (EOY)
$0
Total liabilities (EOY)
$0
Net assets (EOY)
$0
Participant contributions
$497,448
Total income / additions
$2,936,069
Benefits paid
$741,957
Administrative expenses
$6,355
Total expenses
$748,312
Net increase / (decrease)
$2,187,757
Schedule C

Reported service provider compensation

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

  1. 1
    Tiaa$6.5K
    RECORDKEEPER · Direct $6.5K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240305153136NAL0025033937001 cover?
It is the 2023 Form 5500 filing for Queens University Of Charlotte Tda Plan, reported by Queens University Of Charlotte (EIN 56-0530003).
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).

Related Form 5500 pages