Charlotte Animal Referral & Emergency 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Charlotte Animal Referral & Emergency)
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, Charlotte Animal Referral & Emergency 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Charlotte Animal Referral & Emergency under EIN 47-2458775 and plan number 001. The latest loaded filing year is 2023. The filing reports 242 participants and $5,756,072 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$5.8MPlan net assets, end of year$5,756,072
Participants242Covered participants reported
Assets / participant$23.8KComputed: assets ÷ participants$23,785 (computed)
Provider compensation$16.4K3 Schedule C provider row(s)$16,395
- Plan sponsor
- Charlotte Animal Referral & Emergency
- EIN
- 47-2458775
- Plan number
- 001
- Plan type
- 2
- Location
- Charlotte, NC
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 242 | H, C | 20241113124605NAL0017262081001 |
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)$5.8M total assets
Net assets$5.8MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $5,756,072
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,756,072
- Net assets (BOY)
- $4,003,319
Income & contributions
- Employer contributions
- $399,157
- Participant contributions
- $649,304
- Total contributions
- $1,061,002
- Total income / additions
- $1,924,205
Expenses & distributions
- Benefits paid
- $133,216
- Administrative expenses
- $36,887
- Total expenses
- $171,452
- Net increase / (decrease)
- $1,752,753
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Edward D. Jones & Co., L.P. | REGISTERED INVESTMENT AD | $14,534 | not reported in the loaded dataset | 2023 |
| Wilshire Associates Inc. (Usa) | REGISTERED INVESTMENT AD | $969 | not reported in the loaded dataset | 2023 |
| John Hancock Life Insurance Company | RECORDKEEPER | $892 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Charlotte Animal Referral & Emergency
- 2023 Form 5500 filing
- Form 5500 filings in NC
- 401(k) and benefit plan filings in Charlotte, NC
- Edward D. Jones & Co., L.P. — Schedule C compensation
- Wilshire Associates Inc. (Usa) — Schedule C compensation
- John Hancock Life Insurance Company — Schedule C compensation