2023 Form 5500 filing — Carolina Meadows 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 20241001091448NAL0003155347001) for Carolina Meadows 403(B) Retirement Plan, reported by Carolina Meadows, Inc. under EIN 56-1380014 and plan number 001. It reports 637 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241001091448NAL0003155347001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Carolina Meadows, Inc.
- EIN
- 56-1380014
- Plan number
- 001
- Location
- Chapel Hill, NC
- Participants
- 637
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,888,167
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,888,167
- Employer contributions
- $469,276
- Participant contributions
- $879,217
- Total income / additions
- $3,204,626
- Benefits paid
- $953,206
- Administrative expenses
- $11,570
- Total expenses
- $982,899
- Net increase / (decrease)
- $2,221,727
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORD KEEPER | $11,152 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $419 | not reported in the loaded dataset |