Plan5500

The Presbyterian Home At Charlotte, Inc. 401(K) Plan — Form 5500 plan (The Presbyterian Home At Charlotte 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, The Presbyterian Home At Charlotte, Inc. 401(K) Plan is a benefit plan reported by The Presbyterian Home At Charlotte Inc. under EIN 56-6064186 and plan number 001. The latest loaded filing year is 2023. The filing reports 205 participants and $6,051,794 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$6.1MPlan net assets, end of year$6,050,963
Participants205Covered participants reported
Assets / participant$29.5KComputed: assets ÷ participants$29,521 (computed)
Provider compensation$38.4K3 Schedule C provider row(s)$38,399
Plan sponsor
The Presbyterian Home At Charlotte Inc.
EIN
56-6064186
Plan number
001
Plan type
2
Location
Charlotte, NC
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    205 participants · 2Sch HSch C
    View filing →
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)$6.1M total assets
Net assets$6.1MLiabilities$831
Money in vs. money out
Total income / additions$1.4M
Total expenses$444.3K
Benefits paid / distributions$391.5K
Contributions
Employer$204K
Participant$388.4K
Full reported line items

Net assets

Total assets (EOY)
$6,051,794
Total liabilities (EOY)
$831
Net assets (EOY)
$6,050,963
Net assets (BOY)
$5,046,742

Income & contributions

Employer contributions
$203,951
Participant contributions
$388,428
Total contributions
$595,569
Total income / additions
$1,448,532

Expenses & distributions

Benefits paid
$391,461
Administrative expenses
$40,983
Total expenses
$444,311
Net increase / (decrease)
$1,004,221
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 34%Participant 66%
Total expenses ÷ net assets7%Computed ratio
Benefits paid ÷ total income27%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Quantitative Process, Inc.$18.5K
    BROKER · Direct $18.5K
  2. 2
    The Vanguard Group, Inc.$17.2K
    RECORDKEEPER · Direct $17.2K
  3. 3
    Blue Sky 401k Specialists, Inc.$2.7K
    ADMINISTRATOR · Direct $2.7K

What to inspect next

Frequently asked questions

Who sponsors the The Presbyterian Home At Charlotte, Inc. 401(K) Plan?
The Presbyterian Home At Charlotte, Inc. 401(K) Plan is reported as sponsored by The Presbyterian Home At Charlotte Inc. (EIN 56-6064186, plan number 001) in public Form 5500 filings.
What is the most recent Form 5500 filing year for The Presbyterian Home At Charlotte, Inc. 401(K) Plan?
The latest Form 5500 filing year loaded for The Presbyterian Home At Charlotte, Inc. 401(K) Plan is 2023.
How many participants does The Presbyterian Home At Charlotte, Inc. 401(K) Plan report?
The Presbyterian Home At Charlotte, Inc. 401(K) Plan reports 205 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for The Presbyterian Home At Charlotte, Inc. 401(K) Plan?
The Presbyterian Home At Charlotte, Inc. 401(K) Plan reports $6,051,794 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages