2023 Form 5500 filing — The Carol Woods 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 20240729084111NAL0012341859001) for The Carol Woods Retirement Plan, reported by The Chapel Hill Residential Center, Inc. under EIN 23-7271041 and plan number 001. It reports 428 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240729084111NAL0012341859001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Chapel Hill Residential Center, Inc.
- EIN
- 23-7271041
- Plan number
- 001
- Location
- Chapel Hill, NC
- Participants
- 428
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,146,171
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,146,171
- Participant contributions
- $788,859
- Total income / additions
- $1,973,534
- Benefits paid
- $1,691,299
- Administrative expenses
- $19,505
- Total expenses
- $1,710,804
- Net increase / (decrease)
- $262,730
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Resources Investment Advisors. | NONE | $14,487 | not reported in the loaded dataset |
| Ascensus LLC | NONE | $4,521 | $0 |
| Transamerica Retirement Solutions | RECORD KEEPER | $0 | $0 |