Carolina Dealerships, Inc. 401(K) Plan — Form 5500 plan (Carolina Dealerships Inc.)
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, Carolina Dealerships, Inc. 401(K) Plan is a benefit plan reported by Carolina Dealerships Inc. under EIN 20-0465434 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,867 participants and $98,237,200 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Carolina Dealerships Inc.
- EIN
- 20-0465434
- Plan number
- 001
- Plan type
- 3
- Location
- Winston Salem, NC
- Latest filing year
- 2023
- Participants
- 2,867
- End-of-year plan assets
- $98,237,200
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,867 | H, C | 20241125103302NAL0007743520001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $98,237,200
- Net assets (EOY)
- $98,237,200
- Net assets (BOY)
- $82,619,406
Income & contributions
- Employer contributions
- $2,864,982
- Participant contributions
- $9,483,161
- Total contributions
- $12,814,169
- Total income / additions
- $24,293,852
Expenses & distributions
- Benefits paid
- $8,059,710
- Administrative expenses
- $437,294
- Total expenses
- $8,676,058
- Net increase / (decrease)
- $15,617,794
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Financial Life Ins Co | RECORDKEEPER | $265,934 | $0 | 2023 |
| Administrative Fiduciary Services | FIDUCIARY | $138,773 | $0 | 2023 |
| Nova 401(K) Associates Lp | TPA | $126,943 | $3,541 | 2023 |
| Mesirow Financial, Inc. | INVESTMENT ADVISORY - PLA | $128,654 | $0 | 2023 |
| Forvis LLC | AUDIT | $38,609 | $0 | 2023 |
| Merrill Lynch Life Agency, Inc. | INVESTMENT ADVISORY | not reported in the loaded dataset | not reported in the loaded dataset | 2023 |
| Nova 401(K) Associates Lp | THIRD PARTY ADMINISTRATOR | not reported in the loaded dataset | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Carolina Dealerships Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NC
- 401(k) and benefit plan filings in Winston Salem, NC
- Transamerica Financial Life Ins Co — Schedule C compensation
- Administrative Fiduciary Services — Schedule C compensation
- Nova 401(K) Associates Lp — Schedule C compensation
- Mesirow Financial, Inc. — Schedule C compensation
- Forvis LLC — Schedule C compensation
- Merrill Lynch Life Agency, Inc. — Schedule C compensation