2023 Form 5500 filing — Carolina Therapy Services 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 20241010072138NAL0040103058001) for Carolina Therapy Services Inc. 401(K) Plan, reported by Carolina Therapy Services Inc. under EIN 56-2145102 and plan number 001. It reports 297 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010072138NAL0040103058001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Carolina Therapy Services Inc.
- EIN
- 56-2145102
- Plan number
- 001
- Location
- Dunn, NC
- Participants
- 297
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,590,141
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,590,141
- Employer contributions
- $218,233
- Participant contributions
- $579,160
- Total income / additions
- $2,297,958
- Benefits paid
- $521,607
- Administrative expenses
- $49,622
- Total expenses
- $571,229
- Net increase / (decrease)
- $1,726,729
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Kestra Advisory Services | RIA | $19,009 | $0 |
| John Hancock | RECORD KEEPER | $1,075 | $0 |