Carolina Quality, LLC 401(K) Retirement Plan — Form 5500 plan (Carolina Quality, LLC)

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 Quality, LLC 401(K) Retirement Plan is a benefit plan reported by Carolina Quality, LLC under EIN 47-1604350 and plan number 001. The latest loaded filing year is 2023. The filing reports 241 participants and $1,607,837 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Carolina Quality, LLC
EIN
47-1604350
Plan number
001
Plan type
2
Location
Bartlett, TN
Latest filing year
2023
Participants
241
End-of-year plan assets
$1,607,837

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023241H, C20241014172624NAL0013684915001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,607,837
Total liabilities (EOY)
$0
Net assets (EOY)
$1,607,837
Net assets (BOY)
$1,415,903

Income & contributions

Total contributions
$0
Total income / additions
$224,841

Expenses & distributions

Benefits paid
$3,890
Administrative expenses
$29,017
Total expenses
$32,907
Net increase / (decrease)
$191,934

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
John Hancock UsaNONE$28,417$02023

Related Form 5500 pages