2023 Form 5500 filing — Charlotte Pipe And Foundry Company 401(K) Retirement Savings 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 20241014155232NAL0054301186001) for Charlotte Pipe And Foundry Company 401(K) Retirement Savings Plan, reported by Charlotte Pipe And Foundry Company under EIN 56-0174030 and plan number 002. It reports 2,026 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014155232NAL0054301186001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Charlotte Pipe And Foundry Company
- EIN
- 56-0174030
- Plan number
- 002
- Location
- Charlotte, NC
- Participants
- 2,026
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $257,934,888
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $257,934,888
- Employer contributions
- $9,647,805
- Participant contributions
- $13,055,806
- Total income / additions
- $68,648,902
- Benefits paid
- $24,318,035
- Administrative expenses
- $173,517
- Total expenses
- $24,512,487
- Net increase / (decrease)
- $44,136,415
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $173,517 | $409 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 |