2023 Form 5500 filing — Foundation For The Carolinas Dc 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 20250430142823NAL0001976049001) for Foundation For The Carolinas Dc Plan, reported by Foundation For The Carolinas under EIN 56-6047886 and plan number 004. It reports 219 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250430142823NAL0001976049001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Foundation For The Carolinas
- EIN
- 56-6047886
- Plan number
- 004
- Location
- Charlotte, NC
- Participants
- 219
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $29,606,668
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $29,606,668
- Employer contributions
- $1,840,453
- Participant contributions
- $1,250,264
- Total income / additions
- $7,604,452
- Benefits paid
- $2,290,468
- Administrative expenses
- $53,673
- Total expenses
- $2,344,141
- Net increase / (decrease)
- $5,260,311
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | RECORDKEEPER | $25,021 | $0 |
| Capfinancial Partners, LLC | ADVISOR | $21,536 | not reported in the loaded dataset |
| Mcguire Woods | LEGAL | $5,143 | not reported in the loaded dataset |
| New Pinnacle Consulting Group, LLC | PENSION CONSULTANT | $2,797 | not reported in the loaded dataset |