Carolina Therapy Services Inc. 401(K) Plan — Form 5500 plan (Carolina Therapy Services 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 Therapy Services Inc. 401(K) Plan is a benefit plan reported by Carolina Therapy Services Inc. under EIN 56-2145102 and plan number 001. The latest loaded filing year is 2023. The filing reports 297 participants and $8,590,141 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Carolina Therapy Services Inc.
- EIN
- 56-2145102
- Plan number
- 001
- Plan type
- 2
- Location
- Dunn, NC
- Latest filing year
- 2023
- Participants
- 297
- End-of-year plan assets
- $8,590,141
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 297 | H, C | 20241010072138NAL0040103058001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,590,141
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,590,141
- Net assets (BOY)
- $6,863,412
Income & contributions
- Employer contributions
- $218,233
- Participant contributions
- $579,160
- Total contributions
- $997,070
- Total income / additions
- $2,297,958
Expenses & distributions
- Benefits paid
- $521,607
- Administrative expenses
- $49,622
- Total expenses
- $571,229
- Net increase / (decrease)
- $1,726,729
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Kestra Advisory Services | RIA | $19,009 | $0 | 2023 |
| John Hancock | RECORD KEEPER | $1,075 | $0 | 2023 |