2023 Form 5500 filing — The Presbyterian Home At Charlotte, Inc. 401(K) 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 20240627071652NAL0010798945001) for The Presbyterian Home At Charlotte, Inc. 401(K) Plan, reported by The Presbyterian Home At Charlotte Inc. under EIN 56-6064186 and plan number 001. It reports 205 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)$6.1MReported net assets$6,050,963

Participants205

Provider compensation$38.4K3 Schedule C row(s)$38,399

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20240627071652NAL0010798945001
Plan sponsor: The Presbyterian Home At Charlotte Inc.
EIN: 56-6064186
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.

Reported balance (end of year)$6.1M total assets

Net assets$6.1MLiabilities$831

Money in vs. money out

Total income / additions$1.4M

Total expenses$444.3K

Benefits paid / distributions$391.5K

Contributions

Employer$204K

Participant$388.4K

Full reported line items

Total assets (EOY): $6,051,794
Total liabilities (EOY): $831
Net assets (EOY): $6,050,963
Employer contributions: $203,951
Participant contributions: $388,428
Total income / additions: $1,448,532
Benefits paid: $391,461
Administrative expenses: $40,983
Total expenses: $444,311
Net increase / (decrease): $1,004,221

Schedule C

Reported service provider compensation

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

1
Quantitative Process, Inc.$18.5K
BROKER · Direct $18.5K
2
The Vanguard Group, Inc.$17.2K
RECORDKEEPER · Direct $17.2K
3
Blue Sky 401k Specialists, Inc.$2.7K
ADMINISTRATOR · Direct $2.7K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240627071652NAL0010798945001 cover?: It is the 2023 Form 5500 filing for The Presbyterian Home At Charlotte, Inc. 401(K) Plan, reported by The Presbyterian Home At Charlotte Inc. (EIN 56-6064186).
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).