2023 Form 5500 filing — Carolina Country Club Profit Sharing And Savings 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 20240924084327NAL0023208818001) for Carolina Country Club Profit Sharing And Savings Plan, reported by Carolina Country Club Company under EIN 56-0163800 and plan number 001. It reports 258 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)$8.7MReported net assets$8,716,620
Participants258
Provider compensation$30.1K2 Schedule C row(s)$30,137
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240924084327NAL0023208818001
Plan sponsor
Carolina Country Club Company
EIN
56-0163800
Plan number
001
Location
Raleigh, 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)$8.7M total assets
Net assets$8.7MLiabilities$21.2K
Money in vs. money out
Total income / additions$1.9M
Total expenses$120.5K
Benefits paid / distributions$88.4K
Contributions
Employer$136K
Participant$414.6K
Full reported line items
Total assets (EOY)
$8,737,857
Total liabilities (EOY)
$21,237
Net assets (EOY)
$8,716,620
Employer contributions
$135,952
Participant contributions
$414,619
Total income / additions
$1,881,806
Benefits paid
$88,371
Administrative expenses
$30,527
Total expenses
$120,458
Net increase / (decrease)
$1,761,348
Schedule C

Reported service provider compensation

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

  1. 1
    RECORDKEEPER · Direct $26.4K · Indirect $0
  2. 2
    INVESTMENT MGMT · Direct $3.8K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240924084327NAL0023208818001 cover?
It is the 2023 Form 5500 filing for Carolina Country Club Profit Sharing And Savings Plan, reported by Carolina Country Club Company (EIN 56-0163800).
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