2023 Form 5500 filing — Carolina Comfort Air 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 20241011081216NAL0043040226001) for Carolina Comfort Air 401(K) Plan, reported by Carolina Comfort Air, Inc. under EIN 26-0266779 and plan number 001. It reports 266 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011081216NAL0043040226001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Carolina Comfort Air, Inc.
- EIN
- 26-0266779
- Plan number
- 001
- Location
- Clayton, NC
- Participants
- 266
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,974,773
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,974,773
- Employer contributions
- $92,140
- Participant contributions
- $317,730
- Total income / additions
- $649,763
- Benefits paid
- $224,570
- Administrative expenses
- $18,518
- Total expenses
- $243,088
- Net increase / (decrease)
- $406,675
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| First National Trust Company | INVESTMENT ADVISOR | $11,693 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $6,963 | $0 |
| Retirement Plan Solutions Inc | CONTRACT ADMIN | $2,894 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $70 | not reported in the loaded dataset |
| Retirement Plan Solutions Inc | OTHER | $1 | not reported in the loaded dataset |