Plain-English plan 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, Carolina Dealerships, Inc. Welfare Benefit Trust Cafeteria Plan is a benefit plan reported by Carolina Dealerships Inc under EIN 20-0465434 and plan number 501. The latest loaded filing year is 2023. The filing reports 3,069 participants and $6,294,229 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,294,229
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,294,229
- Net assets (BOY)
- $4,477,910
Income & contributions
- Employer contributions
- $15,032,062
- Participant contributions
- $12,719,853
- Total contributions
- $27,751,915
- Total income / additions
- $27,790,181
Expenses & distributions
- Benefits paid
- $23,204,706
- Administrative expenses
- $2,769,156
- Total expenses
- $25,973,862
- Net increase / (decrease)
- $1,816,319