Carolina Village, Inc. Tax Sheltered Annuity Plan — Form 5500 plan (Carolina Village, 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 Village, Inc. Tax Sheltered Annuity Plan is a benefit plan reported by Carolina Village, Inc. under EIN 23-7179679 and plan number 002. The latest loaded filing year is 2023. The filing reports 402 participants and $7,487,237 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$7.5MPlan net assets, end of year$7,487,237
Participants402Covered participants reported
Assets / participant$18.6KComputed: assets ÷ participants$18,625 (computed)
Provider compensation$84.8K2 Schedule C provider row(s)$84,779
- Plan sponsor
- Carolina Village, Inc.
- EIN
- 23-7179679
- Plan number
- 002
- Plan type
- 2
- Location
- Hendersonville, NC
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 402 | H, C | 20240726083051NAL0010033955001 |
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)$7.5M total assets
Net assets$7.5MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $7,487,237
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,487,237
- Net assets (BOY)
- $5,866,030
Income & contributions
- Employer contributions
- $252,095
- Participant contributions
- $498,040
- Total contributions
- $767,123
- Total income / additions
- $2,055,412
Expenses & distributions
- Benefits paid
- $370,261
- Administrative expenses
- $63,250
- Total expenses
- $434,205
- Net increase / (decrease)
- $1,621,207
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.
34%66%
Employer 34%Participant 66%
Total expenses ÷ net assets6%Computed ratio
Benefits paid ÷ total income18%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $63,182 | $0 | 2023 |
| Capital Asset Advisory Services | INVESTMENT ADVISORY | $0 | $21,597 | 2023 |