2023 Form 5500 filing — Carolina Dealerships, 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 20241125103302NAL0007743520001) for Carolina Dealerships, Inc. 401(K) Plan, reported by Carolina Dealerships Inc. under EIN 20-0465434 and plan number 001. It reports 2,867 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241125103302NAL0007743520001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Carolina Dealerships Inc.
- EIN
- 20-0465434
- Plan number
- 001
- Location
- Winston Salem, NC
- Participants
- 2,867
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $98,237,200
- Net assets (EOY)
- $98,237,200
- Employer contributions
- $2,864,982
- Participant contributions
- $9,483,161
- Total income / additions
- $24,293,852
- Benefits paid
- $8,059,710
- Administrative expenses
- $437,294
- Total expenses
- $8,676,058
- Net increase / (decrease)
- $15,617,794
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Financial Life Ins Co | RECORDKEEPER | $265,934 | $0 |
| Administrative Fiduciary Services | FIDUCIARY | $138,773 | $0 |
| Nova 401(K) Associates Lp | TPA | $126,943 | $3,541 |
| Mesirow Financial, Inc. | INVESTMENT ADVISORY - PLA | $128,654 | $0 |
| Forvis LLC | AUDIT | $38,609 | $0 |
| Merrill Lynch Life Agency, Inc. | INVESTMENT ADVISORY | not reported in the loaded dataset | not reported in the loaded dataset |
| Nova 401(K) Associates Lp | THIRD PARTY ADMINISTRATOR | not reported in the loaded dataset | not reported in the loaded dataset |