Carolina Comfort Air 401(K) Plan — Form 5500 plan (Carolina Comfort Air, 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 Comfort Air 401(K) Plan is a benefit plan reported by Carolina Comfort Air, Inc. under EIN 26-0266779 and plan number 001. The latest loaded filing year is 2023. The filing reports 266 participants and $1,974,773 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Carolina Comfort Air, Inc.
- EIN
- 26-0266779
- Plan number
- 001
- Plan type
- 2
- Location
- Clayton, NC
- Latest filing year
- 2023
- Participants
- 266
- End-of-year plan assets
- $1,974,773
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 266 | H, C | 20241011081216NAL0043040226001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,974,773
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,974,773
- Net assets (BOY)
- $1,568,098
Income & contributions
- Employer contributions
- $92,140
- Participant contributions
- $317,730
- Total contributions
- $412,027
- Total income / additions
- $649,763
Expenses & distributions
- Benefits paid
- $224,570
- Administrative expenses
- $18,518
- Total expenses
- $243,088
- Net increase / (decrease)
- $406,675
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| First National Trust Company | INVESTMENT ADVISOR | $11,693 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $6,963 | $0 | 2023 |
| Retirement Plan Solutions Inc | CONTRACT ADMIN | $2,894 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $70 | not reported in the loaded dataset | 2023 |
| Retirement Plan Solutions Inc | OTHER | $1 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Carolina Comfort Air, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NC
- 401(k) and benefit plan filings in Clayton, NC
- First National Trust Company — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Retirement Plan Solutions Inc — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation