Children'S Health Of Carolina P.A. 401(K) Profit Sharing Plan — Form 5500 plan (Childrens Health Of Carolina, Pa)
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, Children'S Health Of Carolina P.A. 401(K) Profit Sharing Plan is a benefit plan reported by Childrens Health Of Carolina, Pa under EIN 56-1133868 and plan number 002. The latest loaded filing year is 2023. The filing reports 143 participants and $10,751,153 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Childrens Health Of Carolina, Pa
- EIN
- 56-1133868
- Plan number
- 002
- Plan type
- 2
- Location
- Lumberton, NC
- Latest filing year
- 2023
- Participants
- 143
- End-of-year plan assets
- $10,751,153
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 143 | H, C | 20240930143414NAL0003323379001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,751,153
- Net assets (EOY)
- $10,751,153
- Net assets (BOY)
- $10,369,481
Income & contributions
- Employer contributions
- $272,291
- Participant contributions
- $363,122
- Total contributions
- $662,366
- Total income / additions
- $2,151,456
Expenses & distributions
- Benefits paid
- $1,718,996
- Administrative expenses
- $50,788
- Total expenses
- $1,769,784
- Net increase / (decrease)
- $381,672
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Beacon Pointe Investment Advisory | INVESTMENT ADVISOR | $41,855 | not reported in the loaded dataset | 2023 |
| Charles Schwab Bank | CUSTODIAN | $5,192 | not reported in the loaded dataset | 2023 |
| Mvp Plan Administrators, Inc. | THIRD PARTY ADMINISTRATOR | $3,741 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Childrens Health Of Carolina, Pa
- 2023 Form 5500 filing
- Form 5500 filings in NC
- 401(k) and benefit plan filings in Lumberton, NC
- Beacon Pointe Investment Advisory — Schedule C compensation
- Charles Schwab Bank — Schedule C compensation
- Mvp Plan Administrators, Inc. — Schedule C compensation