2023 Form 5500 filing — Uwharrie Capital Corp Employees 401k Retirement 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 20240712153316NAL0011431123001) for Uwharrie Capital Corp Employees 401k Retirement Plan, reported by Uwharrie Capital Corp under EIN 56-1814206 and plan number 001. It reports 233 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240712153316NAL0011431123001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Uwharrie Capital Corp
- EIN
- 56-1814206
- Plan number
- 001
- Location
- Albemarle, NC
- Participants
- 233
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $31,120,129
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $31,120,129
- Employer contributions
- $666,704
- Participant contributions
- $1,152,700
- Total income / additions
- $5,203,009
- Benefits paid
- $881,792
- Administrative expenses
- $71,072
- Total expenses
- $952,864
- Net increase / (decrease)
- $4,250,145
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Unified Trust Company, N.A. | NONE | $71,072 | $0 |