2023 Form 5500 filing — Carmel Country Club Inc 401(K)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 20240813101834NAL0010460081001) for Carmel Country Club Inc 401(K)Plan, reported by Carmel Country Club, Inc. under EIN 56-0507966 and plan number 002. It reports 187 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240813101834NAL0010460081001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Carmel Country Club, Inc.
- EIN
- 56-0507966
- Plan number
- 002
- Location
- Charlotte, NC
- Participants
- 187
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,758,686
- Total liabilities (EOY)
- $5,760
- Net assets (EOY)
- $7,752,926
- Employer contributions
- $260,168
- Participant contributions
- $549,403
- Total income / additions
- $2,420,889
- Benefits paid
- $2,069,256
- Administrative expenses
- $24,588
- Total expenses
- $2,109,917
- Net increase / (decrease)
- $310,972
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Alerus Retirement Solutions | NONE | $24,589 | $0 |