2023 Form 5500 filing — Carolina Case Management And Rehabilitation Services, 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 20240930082738NAL0010771922001) for Carolina Case Management And Rehabilitation Services, Inc. 401 (K) Plan, reported by Carolina Case Management And Rehabilitation Services, Inc. under EIN 56-1939062 and plan number 001. It reports 128 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240930082738NAL0010771922001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Carolina Case Management And Rehabilitation Services, Inc.
- EIN
- 56-1939062
- Plan number
- 001
- Location
- Raleigh, NC
- Participants
- 128
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,689,051
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,689,051
- Employer contributions
- $313,640
- Participant contributions
- $771,147
- Total income / additions
- $3,659,854
- Benefits paid
- $1,931,940
- Administrative expenses
- $39,246
- Total expenses
- $1,971,186
- Net increase / (decrease)
- $1,688,668
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| First Citizens Bank | ADVISOR | $30,000 | not reported in the loaded dataset |
| The Retirement Plan Company | NONE | $8,946 | $8,622 |