2023 Form 5500 filing — Autism Society Of North Carolina 401(K) 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 20240917110718NAL0006414018001) for Autism Society Of North Carolina 401(K) Profit Sharing Plan, reported by Autism Society Of North Carolina, Inc. under EIN 23-7087887 and plan number 001. It reports 813 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$7.7MReported net assets$7,651,390
Participants813
Provider compensation$81.2K3 Schedule C row(s)$81,178
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240917110718NAL0006414018001
- Plan sponsor
- Autism Society Of North Carolina, Inc.
- EIN
- 23-7087887
- Plan number
- 001
- Location
- Raleigh, NC
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$7.7M total assets
Net assets$7.7MLiabilities$0
Full reported line items
- Total assets (EOY)
- $7,651,390
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,651,390
- Employer contributions
- $268,034
- Participant contributions
- $652,771
- Total income / additions
- $2,015,327
- Benefits paid
- $650,495
- Administrative expenses
- $81,178
- Total expenses
- $733,185
- Net increase / (decrease)
- $1,282,142
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Capfinancial Partners, LLC | INVESTMENT ADVISOR | $44,466 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $26,212 | $0 |
| Thomas Judy & Tucker, Pa | ACCOUNTANT/AUDITOR | $10,500 | not reported in the loaded dataset |