2023 Form 5500 filing — Carolina Dealerships, Inc. Welfare Benefit Trust Cafeteria 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 20241204123013NAL0008015122001) for Carolina Dealerships, Inc. Welfare Benefit Trust Cafeteria Plan, reported by Carolina Dealerships Inc under EIN 20-0465434 and plan number 501. It reports 3,069 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 3 · 2023
Filing snapshot
Net assets (EOY)$6.3MReported net assets$6,294,229
Participants3.1K3,069
Provider compensation$954.3K1 Schedule C row(s)$954,297
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241204123013NAL0008015122001
- Plan sponsor
- Carolina Dealerships Inc
- EIN
- 20-0465434
- Plan number
- 501
- Location
- Winston-Salem, 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)$6.3M total assets
Net assets$6.3MLiabilities$0
Full reported line items
- Total assets (EOY)
- $6,294,229
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,294,229
- Employer contributions
- $15,032,062
- Participant contributions
- $12,719,853
- Total income / additions
- $27,790,181
- Benefits paid
- $23,204,706
- Administrative expenses
- $2,769,156
- Total expenses
- $25,973,862
- Net increase / (decrease)
- $1,816,319
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Bcbs Of North Carolina | NONE | $954,297 | not reported in the loaded dataset |