2023 Form 5500 filing — Children'S Health Of Carolina P.A. 401(K) Profit Sharing 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 20240930143414NAL0003323379001) for Children'S Health Of Carolina P.A. 401(K) Profit Sharing Plan, reported by Childrens Health Of Carolina, Pa under EIN 56-1133868 and plan number 002. It reports 143 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240930143414NAL0003323379001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Childrens Health Of Carolina, Pa
- EIN
- 56-1133868
- Plan number
- 002
- Location
- Lumberton, NC
- Participants
- 143
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,751,153
- Net assets (EOY)
- $10,751,153
- Employer contributions
- $272,291
- Participant contributions
- $363,122
- Total income / additions
- $2,151,456
- Benefits paid
- $1,718,996
- Administrative expenses
- $50,788
- Total expenses
- $1,769,784
- Net increase / (decrease)
- $381,672
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Beacon Pointe Investment Advisory | INVESTMENT ADVISOR | $41,855 | not reported in the loaded dataset |
| Charles Schwab Bank | CUSTODIAN | $5,192 | not reported in the loaded dataset |
| Mvp Plan Administrators, Inc. | THIRD PARTY ADMINISTRATOR | $3,741 | $0 |