2023 Form 5500 filing — The Cedars Of Chapel Hill Club Inc. Employees 401k 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 20241008122136NAL0009631971001) for The Cedars Of Chapel Hill Club Inc. Employees 401k Plan, reported by The Cedars Of Chapel Hill Club Inc. under EIN 56-2161782 and plan number 001. It reports 205 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008122136NAL0009631971001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Cedars Of Chapel Hill Club Inc.
- EIN
- 56-2161782
- Plan number
- 001
- Location
- Chapel Hill, NC
- Participants
- 205
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,248,149
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,248,149
- Employer contributions
- $266,289
- Participant contributions
- $441,242
- Total income / additions
- $1,207,168
- Benefits paid
- $363,247
- Administrative expenses
- $15,283
- Total expenses
- $378,530
- Net increase / (decrease)
- $828,638
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| T. Rowe Price Rps, Inc | NONE | $15,283 | $0 |
| American United Life Insurance Co | NONE | $0 | $0 |
| American Beacon Funds | NONE | $0 | $0 |
| Metropolitan West Funds | NONE | $0 | $0 |
| Fidelity | NONE | $0 | $0 |
| Pimco Funds | NONE | $0 | $0 |
| Oppenheimer Funds | NONE | $0 | $0 |
| Dimensional Funds | NONE | $0 | $0 |
| Wells Fargo Funds Trust | NONE | $0 | $0 |
| Vanguard Group | NONE | $0 | $0 |
| Jp Morgan Funds | NONE | $0 | $0 |
| Hartford Mutual Funds | NONE | $0 | $0 |
| Cohen & Steers Funds | NONE | $0 | $0 |