2023 Form 5500 filing — Tar Heel Capital Corporation No. 2 Employees Savings Plus 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 20250923101330NAL0007823379001) for Tar Heel Capital Corporation No. 2 Employees Savings Plus Plan, reported by Tar Heel Capital Corporation No. 2 under EIN 62-1016897 and plan number 001. It reports 915 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250923101330NAL0007823379001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Tar Heel Capital Corporation No. 2
- EIN
- 62-1016897
- Plan number
- 001
- Location
- Boone, NC
- Participants
- 915
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,868,379
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,868,379
- Employer contributions
- $113,783
- Participant contributions
- $347,720
- Total income / additions
- $1,273,837
- Benefits paid
- $752,782
- Administrative expenses
- $25,858
- Total expenses
- $778,640
- Net increase / (decrease)
- $495,197
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| American Trust Company | CONTRACT ADMINISTRATOR | $25,858 | $0 |