2023 Form 5500 filing — Tax Deferred Annuity Plan For Employees Of Carolina Health Centers, Inc.

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 20240604100944NAL0009304643001) for Tax Deferred Annuity Plan For Employees Of Carolina Health Centers, Inc., reported by Carolina Health Centers, Inc. under EIN 57-0650154 and plan number 001. It reports 367 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)$14.9MReported net assets$14,945,769
Participants367
Provider compensation$37.9K3 Schedule C row(s)$37,859
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240604100944NAL0009304643001
Plan sponsor
Carolina Health Centers, Inc.
EIN
57-0650154
Plan number
001
Location
Greenwood, SC
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

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

Reported balance (end of year)$14.9M total assets
Net assets$14.9MLiabilities$0
Money in vs. money out
Total income / additions$3.5M
Total expenses$578.4K
Benefits paid / distributions$568.3K
Contributions
Employer$295K
Participant$1.1M
Full reported line items
Total assets (EOY)
$14,945,769
Total liabilities (EOY)
$0
Net assets (EOY)
$14,945,769
Employer contributions
$294,977
Participant contributions
$1,071,416
Total income / additions
$3,525,552
Benefits paid
$568,316
Administrative expenses
$10,057
Total expenses
$578,373
Net increase / (decrease)
$2,947,179
Schedule C

Reported service provider compensation

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

  1. 1
    OTHER SERVICES · Direct $0 · Indirect $27.9K
  2. 2
    CONTRACT ADMINISTRATOR · Direct $10K · Indirect $0
  3. 3
    INVESTMENT ADVISORY · Direct $0 · Indirect $0

Related Form 5500 pages