2023 Form 5500 filing — Carolina One 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 20241011122149NAL0044272082006) for Carolina One Retirement Plan, reported by O'Shaughnessy Real Estate, Inc under EIN 20-4997469 and plan number 001. It reports 138 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011122149NAL0044272082006
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- O'Shaughnessy Real Estate, Inc
- EIN
- 20-4997469
- Plan number
- 001
- Location
- Charleston, SC
- Participants
- 138
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,310,451
- Net assets (EOY)
- $11,310,451
- Employer contributions
- $73,145
- Participant contributions
- $548,628
- Total income / additions
- $2,245,957
- Benefits paid
- $1,431,104
- Administrative expenses
- $41,641
- Total expenses
- $1,472,745
- Net increase / (decrease)
- $773,212
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Commonwealth Equity | INVESTMENT ADVISOR | $42,538 | $0 |
| Empower Annuity Insurance Co Of Am | RECORDKEEPER | $41,641 | $0 |
| Nwrpc LLC | CONTRACT ADMIN | $920 | $3,758 |
| Ascensus Inc | OTHER | $0 | $3,170 |
| Ascensus Dba Futureplan | CONTRACT ADMIN | $776 | $0 |