Central Carolina Air Conditioning 401k Plan — Form 5500 plan (Central Carolina Air Conditioning)
Plain-English plan 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, Central Carolina Air Conditioning 401k Plan is a benefit plan reported by Central Carolina Air Conditioning under EIN 14-1861470 and plan number 001. The latest loaded filing year is 2023. The filing reports 187 participants and $8,932,750 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Central Carolina Air Conditioning
- EIN
- 14-1861470
- Plan number
- 001
- Plan type
- 2
- Location
- Greensboro, NC
- Latest filing year
- 2023
- Participants
- 187
- End-of-year plan assets
- $8,932,750
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 187 | H, C | 20250528100118NAL0018531538001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,932,750
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,932,750
- Net assets (BOY)
- $7,659,176
Income & contributions
- Employer contributions
- $283,479
- Participant contributions
- $558,386
- Total contributions
- $871,806
- Total income / additions
- $2,071,761
Expenses & distributions
- Benefits paid
- $763,016
- Administrative expenses
- $25,524
- Total expenses
- $798,187
- Net increase / (decrease)
- $1,273,574
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ubs Financial Services, Inc. | INVESTMENT ADVISOR | $22,337 | $0 | 2023 |
| Stanley Benefit Services | RECORDKEEPER | $3,187 | $0 | 2023 |