2023 Form 5500 filing — Carolina Family Health Centers, Inc. 401k 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 20240716091705NAL0004877538001) for Carolina Family Health Centers, Inc. 401k Plan, reported by Carolina Family Health Centers, Inc. under EIN 58-2079819 and plan number 003. It reports 259 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240716091705NAL0004877538001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Carolina Family Health Centers, Inc.
- EIN
- 58-2079819
- Plan number
- 003
- Location
- Wilson, NC
- Participants
- 259
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,426,783
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,426,783
- Employer contributions
- $484,647
- Participant contributions
- $868,917
- Total income / additions
- $3,168,038
- Benefits paid
- $676,152
- Administrative expenses
- $92,413
- Total expenses
- $769,393
- Net increase / (decrease)
- $2,398,645
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ascensus LLC | NONE | $65,372 | $0 |
| Resources Investment Advisors. | NONE | $25,825 | not reported in the loaded dataset |