2023 Form 5500 filing — Central Carolina Air Conditioning 401k 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 20250528100118NAL0018531538001) for Central Carolina Air Conditioning 401k Plan, reported by Central Carolina Air Conditioning under EIN 14-1861470 and plan number 001. It reports 187 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250528100118NAL0018531538001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Central Carolina Air Conditioning
- EIN
- 14-1861470
- Plan number
- 001
- Location
- Greensboro, NC
- Participants
- 187
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,932,750
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,932,750
- Employer contributions
- $283,479
- Participant contributions
- $558,386
- Total income / additions
- $2,071,761
- Benefits paid
- $763,016
- Administrative expenses
- $25,524
- Total expenses
- $798,187
- Net increase / (decrease)
- $1,273,574
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ubs Financial Services, Inc. | INVESTMENT ADVISOR | $22,337 | $0 |
| Stanley Benefit Services | RECORDKEEPER | $3,187 | $0 |