2023 Form 5500 filing — North Carolina Symphony Society 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 20241004100130NAL0012081793004) for North Carolina Symphony Society Tda Plan, reported by North Carolina Symphony Society Tda Plan under EIN 56-0556755 and plan number 002. It reports 106 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$10MReported net assets$9,996,299
Participants106
Provider compensation$10.5K1 Schedule C row(s)$10,464
Schedules filedSchedule I, Schedule CLoaded schedules
EFAST2 acknowledgement
20241004100130NAL0012081793004
Plan sponsor
North Carolina Symphony Society Tda Plan
EIN
56-0556755
Plan number
002
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 I · 2023

Reported financial snapshot

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

Reported balance (end of year)$10M total assets
Net assets$10MLiabilities
Money in vs. money out
Total income / additions$1.9M
Total expenses$559.5K
Benefits paid / distributions$549K
Contributions
Employer$41.3K
Participant$435K
Full reported line items
Total assets (EOY)
$9,996,299
Net assets (EOY)
$9,996,299
Employer contributions
$41,324
Participant contributions
$434,985
Total income / additions
$1,871,267
Benefits paid
$549,021
Administrative expenses
$10,455
Total expenses
$559,476
Net increase / (decrease)
$1,311,791
Schedule C

Reported service provider compensation

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

  1. 1
    Tiaa$10.5K
    Direct $10.5K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241004100130NAL0012081793004 cover?
It is the 2023 Form 5500 filing for North Carolina Symphony Society Tda Plan, reported by North Carolina Symphony Society Tda Plan (EIN 56-0556755).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).

Related Form 5500 pages