2023 Form 5500 filing — Carolina Heritage Corp. 401(K) Profit Sharing Plan

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 20240702150214NAL0005805905001) for Carolina Heritage Corp. 401(K) Profit Sharing Plan, reported by Carolina Heritage Corp. under EIN 88-1777281 and plan number 001. It reports 2 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

EFAST2 acknowledgement
20240702150214NAL0005805905001
Filing year
2023
Form type
2
Plan sponsor
Carolina Heritage Corp.
EIN
88-1777281
Plan number
001
Location
Downingtown, PA
Participants
2
Schedules available
Schedule I
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$103,451
Total liabilities (EOY)
$0
Net assets (EOY)
$103,451
Employer contributions
$0
Participant contributions
$0
Total income / additions
-$519
Benefits paid
$0
Administrative expenses
$0
Total expenses
$0
Net increase / (decrease)
-$519
Schedule source
Schedule I

Related Form 5500 pages