Plan5500

Autism Society Of North Carolina 401(K) Profit Sharing Plan — Form 5500 plan (Autism Society Of North Carolina, 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, Autism Society Of North Carolina 401(K) Profit Sharing Plan is a benefit plan reported by Autism Society Of North Carolina, Inc. under EIN 23-7087887 and plan number 001. The latest loaded filing year is 2023. The filing reports 813 participants and $7,651,390 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$7.7MPlan net assets, end of year$7,651,390
Participants813Covered participants reported
Assets / participant$9.4KComputed: assets ÷ participants$9,411 (computed)
Provider compensation$81.2K3 Schedule C provider row(s)$81,178
Plan sponsor
Autism Society Of North Carolina, Inc.
EIN
23-7087887
Plan number
001
Plan type
2
Location
Raleigh, NC
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    813 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$7.7M total assets
Net assets$7.7MLiabilities$0
Money in vs. money out
Total income / additions$2M
Total expenses$733.2K
Benefits paid / distributions$650.5K
Contributions
Employer$268K
Participant$652.8K
Full reported line items

Net assets

Total assets (EOY)
$7,651,390
Total liabilities (EOY)
$0
Net assets (EOY)
$7,651,390
Net assets (BOY)
$6,369,248

Income & contributions

Employer contributions
$268,034
Participant contributions
$652,771
Total contributions
$920,805
Total income / additions
$2,015,327

Expenses & distributions

Benefits paid
$650,495
Administrative expenses
$81,178
Total expenses
$733,185
Net increase / (decrease)
$1,282,142
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 29%Participant 71%
Total expenses ÷ net assets10%Computed ratio
Benefits paid ÷ total income32%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Capfinancial Partners, LLC$44.5K
    INVESTMENT ADVISOR · Direct $44.5K
  2. 2
    Fidelity Investments Institutional$26.2K
    RECORDKEEPER · Direct $26.2K · Indirect $0
  3. 3
    Thomas Judy & Tucker, Pa$10.5K
    ACCOUNTANT/AUDITOR · Direct $10.5K

Related Form 5500 pages