2023 Form 5500 filing — Tax Deferred Annuity Plan For Employees Of Carolina Health Centers, Inc.
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240604100944NAL0009304643001) for Tax Deferred Annuity Plan For Employees Of Carolina Health Centers, Inc., reported by Carolina Health Centers, Inc. under EIN 57-0650154 and plan number 001. It reports 367 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$14.9MReported net assets$14,945,769
Participants367
Provider compensation$37.9K3 Schedule C row(s)$37,859
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240604100944NAL0009304643001
- Plan sponsor
- Carolina Health Centers, Inc.
- EIN
- 57-0650154
- Plan number
- 001
- Location
- Greenwood, SC
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$14.9M total assets
Net assets$14.9MLiabilities$0
Full reported line items
- Total assets (EOY)
- $14,945,769
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,945,769
- Employer contributions
- $294,977
- Participant contributions
- $1,071,416
- Total income / additions
- $3,525,552
- Benefits paid
- $568,316
- Administrative expenses
- $10,057
- Total expenses
- $578,373
- Net increase / (decrease)
- $2,947,179
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Securities Inc | OTHER SERVICES | $0 | $27,862 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $9,997 | $0 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 |