2023 Form 5500 filing — Western North Carolina Community Health Services 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 20241002202332NAL0015365744001) for Western North Carolina Community Health Services 403(B) Retirement Plan, reported by Western North Carolina Community Health Services, Inc. under EIN 56-1852922 and plan number 001. It reports 274 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002202332NAL0015365744001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Western North Carolina Community Health Services, Inc.
- EIN
- 56-1852922
- Plan number
- 001
- Location
- Asheville, NC
- Participants
- 274
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,145,238
- Net assets (EOY)
- $7,145,238
- Employer contributions
- $412,977
- Participant contributions
- $849,070
- Total income / additions
- $2,594,940
- Benefits paid
- $797,653
- Administrative expenses
- $56,973
- Total expenses
- $854,626
- Net increase / (decrease)
- $1,740,314
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $57,081 | $0 |
| Colton Groome Financial Advisors | INVESTMENT ADVISORY | $0 | $28,930 |