Carolina One Retirement Plan — Form 5500 plan (O'Shaughnessy Real Estate, 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 One Retirement Plan is a benefit plan reported by O'Shaughnessy Real Estate, Inc under EIN 20-4997469 and plan number 001. The latest loaded filing year is 2023. The filing reports 138 participants and $11,310,451 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- O'Shaughnessy Real Estate, Inc
- EIN
- 20-4997469
- Plan number
- 001
- Plan type
- 3
- Location
- Charleston, SC
- Latest filing year
- 2023
- Participants
- 138
- End-of-year plan assets
- $11,310,451
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 138 | H, C | 20241011122149NAL0044272082006 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,310,451
- Net assets (EOY)
- $11,310,451
- Net assets (BOY)
- $10,537,239
Income & contributions
- Employer contributions
- $73,145
- Participant contributions
- $548,628
- Total contributions
- $647,033
- Total income / additions
- $2,245,957
Expenses & distributions
- Benefits paid
- $1,431,104
- Administrative expenses
- $41,641
- Total expenses
- $1,472,745
- Net increase / (decrease)
- $773,212
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Commonwealth Equity | INVESTMENT ADVISOR | $42,538 | $0 | 2023 |
| Empower Annuity Insurance Co Of Am | RECORDKEEPER | $41,641 | $0 | 2023 |
| Nwrpc LLC | CONTRACT ADMIN | $920 | $3,758 | 2023 |
| Ascensus Inc | OTHER | $0 | $3,170 | 2023 |
| Ascensus Dba Futureplan | CONTRACT ADMIN | $776 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for O'Shaughnessy Real Estate, Inc
- 2023 Form 5500 filing
- Form 5500 filings in SC
- 401(k) and benefit plan filings in Charleston, SC
- Commonwealth Equity — Schedule C compensation
- Empower Annuity Insurance Co Of Am — Schedule C compensation
- Nwrpc LLC — Schedule C compensation
- Ascensus Inc — Schedule C compensation
- Ascensus Dba Futureplan — Schedule C compensation