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 Village, Inc. Tax Sheltered Annuity Plan is a benefit plan reported by Carolina Village, Inc. under EIN 23-7179679 and plan number 002. The latest loaded filing year is 2023. The filing reports 402 participants and $7,487,237 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,487,237
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,487,237
- Net assets (BOY)
- $5,866,030
Income & contributions
- Employer contributions
- $252,095
- Participant contributions
- $498,040
- Total contributions
- $767,123
- Total income / additions
- $2,055,412
Expenses & distributions
- Benefits paid
- $370,261
- Administrative expenses
- $63,250
- Total expenses
- $434,205
- Net increase / (decrease)
- $1,621,207