Autism Society Of North Carolina 401(K) Profit Sharing Plan — Form 5500 plan (Autism Society Of North Carolina, Inc.)
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, Autism Society Of North Carolina 401(K) Profit Sharing Plan is a benefit plan reported by Autism Society Of North Carolina, Inc. under EIN 23-7087887 and plan number 001. The latest loaded filing year is 2023. The filing reports 813 participants and $7,651,390 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$7.7MPlan net assets, end of year$7,651,390
Participants813Covered participants reported
Assets / participant$9.4KComputed: assets ÷ participants$9,411 (computed)
Provider compensation$81.2K3 Schedule C provider row(s)$81,178
- Plan sponsor
- Autism Society Of North Carolina, Inc.
- EIN
- 23-7087887
- Plan number
- 001
- Plan type
- 2
- Location
- Raleigh, NC
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 813 | H, C | 20240917110718NAL0006414018001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$7.7M total assets
Net assets$7.7MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $7,651,390
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,651,390
- Net assets (BOY)
- $6,369,248
Income & contributions
- Employer contributions
- $268,034
- Participant contributions
- $652,771
- Total contributions
- $920,805
- Total income / additions
- $2,015,327
Expenses & distributions
- Benefits paid
- $650,495
- Administrative expenses
- $81,178
- Total expenses
- $733,185
- Net increase / (decrease)
- $1,282,142
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
29%71%
Employer 29%Participant 71%
Total expenses ÷ net assets10%Computed ratio
Benefits paid ÷ total income32%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Capfinancial Partners, LLC | INVESTMENT ADVISOR | $44,466 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $26,212 | $0 | 2023 |
| Thomas Judy & Tucker, Pa | ACCOUNTANT/AUDITOR | $10,500 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Autism Society Of North Carolina, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NC
- 401(k) and benefit plan filings in Raleigh, NC
- Capfinancial Partners, LLC — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation
- Thomas Judy & Tucker, Pa — Schedule C compensation