2023 Form 5500 filing — First Carolina Management, Inc. 401(K) 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 20250429171456NAL0000818785001) for First Carolina Management, Inc. 401(K) Plan, reported by First Carolina Management. Inc. under EIN 56-1672011 and plan number 001. It reports 291 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250429171456NAL0000818785001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- First Carolina Management. Inc.
- EIN
- 56-1672011
- Plan number
- 001
- Location
- Rocky Mount, MT
- Participants
- 291
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,415,406
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,415,406
- Employer contributions
- $13,565
- Participant contributions
- $170,347
- Total income / additions
- $509,493
- Benefits paid
- $418,020
- Administrative expenses
- $10,289
- Total expenses
- $429,569
- Net increase / (decrease)
- $79,924
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| American Trust Company | NONE | $7,216 | not reported in the loaded dataset |
| Stifel Investment Services | NONE | $3,073 | $0 |
| Fund Direct Advisors | NONE | $0 | not reported in the loaded dataset |