The Carol Woods Retirement Plan — Form 5500 plan (The Chapel Hill Residential Center, 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, The Carol Woods Retirement Plan is a benefit plan reported by The Chapel Hill Residential Center, Inc. under EIN 23-7271041 and plan number 001. The latest loaded filing year is 2023. The filing reports 428 participants and $8,146,171 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Chapel Hill Residential Center, Inc.
- EIN
- 23-7271041
- Plan number
- 001
- Plan type
- 2
- Location
- Chapel Hill, NC
- Latest filing year
- 2023
- Participants
- 428
- End-of-year plan assets
- $8,146,171
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 428 | H, C | 20240729084111NAL0012341859001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,146,171
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,146,171
- Net assets (BOY)
- $7,883,441
Income & contributions
- Participant contributions
- $788,859
- Total contributions
- $808,510
- Total income / additions
- $1,973,534
Expenses & distributions
- Benefits paid
- $1,691,299
- Administrative expenses
- $19,505
- Total expenses
- $1,710,804
- Net increase / (decrease)
- $262,730
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Resources Investment Advisors. | NONE | $14,487 | not reported in the loaded dataset | 2023 |
| Ascensus LLC | NONE | $4,521 | $0 | 2023 |
| Transamerica Retirement Solutions | RECORD KEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Chapel Hill Residential Center, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NC
- 401(k) and benefit plan filings in Chapel Hill, NC
- Resources Investment Advisors. — Schedule C compensation
- Ascensus LLC — Schedule C compensation
- Transamerica Retirement Solutions — Schedule C compensation