2023 Form 5500 filing — Charlotte Animal Referral & Emergency 401(K) Profit Sharing Plan & Trust
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 20241113124605NAL0017262081001) for Charlotte Animal Referral & Emergency 401(K) Profit Sharing Plan & Trust, reported by Charlotte Animal Referral & Emergency under EIN 47-2458775 and plan number 001. It reports 242 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)$5.8MReported net assets$5,756,072
Participants242
Provider compensation$16.4K3 Schedule C row(s)$16,395
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241113124605NAL0017262081001
- Plan sponsor
- Charlotte Animal Referral & Emergency
- EIN
- 47-2458775
- Plan number
- 001
- 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)$5.8M total assets
Net assets$5.8MLiabilities$0
Full reported line items
- Total assets (EOY)
- $5,756,072
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,756,072
- Employer contributions
- $399,157
- Participant contributions
- $649,304
- Total income / additions
- $1,924,205
- Benefits paid
- $133,216
- Administrative expenses
- $36,887
- Total expenses
- $171,452
- Net increase / (decrease)
- $1,752,753
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Edward D. Jones & Co., L.P. | REGISTERED INVESTMENT AD | $14,534 | not reported in the loaded dataset |
| Wilshire Associates Inc. (Usa) | REGISTERED INVESTMENT AD | $969 | not reported in the loaded dataset |
| John Hancock Life Insurance Company | RECORDKEEPER | $892 | $0 |