2023 Form 5500 filing — Charlotte Pipe And Foundry Company 401(K) Retirement 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 20241014155232NAL0054301186001) for Charlotte Pipe And Foundry Company 401(K) Retirement Savings Plan, reported by Charlotte Pipe And Foundry Company under EIN 56-0174030 and plan number 002. It reports 2,026 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)$257.9MReported net assets$257,934,888
Participants2K2,026
Provider compensation$173.9K2 Schedule C row(s)$173,926
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241014155232NAL0054301186001
- Plan sponsor
- Charlotte Pipe And Foundry Company
- EIN
- 56-0174030
- Plan number
- 002
- Location
- Charlotte, NC
- Received date
- not reported in the loaded dataset
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)$257.9M total assets
Net assets$257.9MLiabilities$0
Full reported line items
- Total assets (EOY)
- $257,934,888
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $257,934,888
- Employer contributions
- $9,647,805
- Participant contributions
- $13,055,806
- Total income / additions
- $68,648,902
- Benefits paid
- $24,318,035
- Administrative expenses
- $173,517
- Total expenses
- $24,512,487
- Net increase / (decrease)
- $44,136,415
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $173,517 | $409 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 |