2023 Form 5500 filing — Easter Seals Ucp North Carolina & Virginia, Inc. 403(B) 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 20240927091603NAL0002022193001) for Easter Seals Ucp North Carolina & Virginia, Inc. 403(B) Retirement Plan, reported by Easter Seals Ucp North Carolina & Virginia, Inc. under EIN 56-0670676 and plan number 002. It reports 2,438 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240927091603NAL0002022193001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Easter Seals Ucp North Carolina & Virginia, Inc.
- EIN
- 56-0670676
- Plan number
- 002
- Location
- Raleigh, NC
- Participants
- 2,438
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,141,574
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,141,574
- Participant contributions
- $1,043,288
- Total income / additions
- $2,924,835
- Benefits paid
- $1,232,680
- Administrative expenses
- $43,017
- Total expenses
- $1,275,697
- Net increase / (decrease)
- $1,649,138
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cpi Qualified Plan Consultants, Inc | NONE | $40,525 | not reported in the loaded dataset |