What is the most recent Form 5500 filing year for Carithers-Wallace-Courtenay Holdings, Inc. Employee Stock Ownership Plan?

The latest Form 5500 filing year loaded for Carithers-Wallace-Courtenay Holdings, Inc. Employee Stock Ownership Plan is 2023.

What are the reported plan assets for Carithers-Wallace-Courtenay Holdings, Inc. Employee Stock Ownership Plan?

Carithers-Wallace-Courtenay Holdings, Inc. Employee Stock Ownership Plan reports $14,014,623 in end-of-year plan assets in its latest loaded Form 5500 filing.

Carithers-Wallace-Courtenay Holdings, Inc. Employee Stock Ownership Plan — Form 5500 plan (Carithers-Wallace-Courtenay Holdings, 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, Carithers-Wallace-Courtenay Holdings, Inc. Employee Stock Ownership Plan is a benefit plan reported by Carithers-Wallace-Courtenay Holdings, Inc. under EIN 82-4173532 and plan number 002. The latest loaded filing year is 2023. The filing reports 154 participants and $14,014,623 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)-$17.2MPlan net assets, end of year-$17,179,186

Participants154Covered participants reported

Assets / participant$91KComputed: assets ÷ participants$91,004 (computed)

Provider compensationNone reported

Plan sponsor: Carithers-Wallace-Courtenay Holdings, Inc.
EIN: 82-4173532
Plan number: 002
Plan type: 2
Location: Atlanta, GA
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.

2023
154 participants · 2Sch H
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)$14M total assets

Net assets-$17.2MLiabilities$31.2M

Money in vs. money out

Total income / additions$10.7M

Total expenses$1.2M

Benefits paid / distributions$202.9K

Contributions

Employer$2.1M

ParticipantNot reported

Full reported line items

Net assets

Total assets (EOY): $14,014,623
Total liabilities (EOY): $31,193,809
Net assets (EOY): -$17,179,186
Net assets (BOY): -$26,608,043

Income & contributions

Employer contributions: $2,117,833
Total contributions: $2,117,833
Total income / additions: $10,668,053

Expenses & distributions

Benefits paid: $202,947
Administrative expenses: $2,340
Total expenses: $1,239,196
Net increase / (decrease): $9,428,857

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.

Benefits paid ÷ total income2%Computed ratio

Schedule C

Service provider compensation

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

No Schedule C service provider compensation is loaded for this plan yet.

What to inspect next

Frequently asked questions

Who sponsors the Carithers-Wallace-Courtenay Holdings, Inc. Employee Stock Ownership Plan?: Carithers-Wallace-Courtenay Holdings, Inc. Employee Stock Ownership Plan is reported as sponsored by Carithers-Wallace-Courtenay Holdings, Inc. (EIN 82-4173532, plan number 002) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Carithers-Wallace-Courtenay Holdings, Inc. Employee Stock Ownership Plan?: The latest Form 5500 filing year loaded for Carithers-Wallace-Courtenay Holdings, Inc. Employee Stock Ownership Plan is 2023.
How many participants does Carithers-Wallace-Courtenay Holdings, Inc. Employee Stock Ownership Plan report?: Carithers-Wallace-Courtenay Holdings, Inc. Employee Stock Ownership Plan reports 154 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Carithers-Wallace-Courtenay Holdings, Inc. Employee Stock Ownership Plan?: Carithers-Wallace-Courtenay Holdings, Inc. Employee Stock Ownership Plan reports $14,014,623 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.