2023 Form 5500 filing — The Carol Woods 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 20240729084538NAL0010889299001) for The Carol Woods Profit Sharing Plan, reported by Carol Woods Retirement Center under EIN 23-7271041 and plan number 002. It reports 360 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240729084538NAL0010889299001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Carol Woods Retirement Center
- EIN
- 23-7271041
- Plan number
- 002
- Location
- Chapel Hill, NC
- Participants
- 360
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,929,910
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,929,910
- Employer contributions
- $393,711
- Total income / additions
- $1,260,289
- Benefits paid
- $494,291
- Administrative expenses
- $19,864
- Total expenses
- $514,155
- Net increase / (decrease)
- $746,134
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Resources Investment Advisors. | NONE | $12,307 | not reported in the loaded dataset |
| Ascensus LLC | NONE | $7,402 | $0 |