Legal Aid Of North Carolina Ret Plan — Form 5500 plan (Legal Aid 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, Legal Aid Of North Carolina Ret Plan is a benefit plan reported by Legal Aid Of North Carolina Inc under EIN 31-1784161 and plan number 002. The latest loaded filing year is 2023. The filing reports 602 participants and $28,090,499 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Legal Aid Of North Carolina Inc
- EIN
- 31-1784161
- Plan number
- 002
- Plan type
- 2
- Location
- Raleigh, NC
- Latest filing year
- 2023
- Participants
- 602
- End-of-year plan assets
- $28,090,499
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 602 | H, C | 20241015123222NAL0049404512001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $28,090,499
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $28,090,499
- Net assets (BOY)
- $23,820,591
Income & contributions
- Employer contributions
- $923,463
- Participant contributions
- $1,152,078
- Total contributions
- $2,263,151
- Total income / additions
- $6,414,817
Expenses & distributions
- Benefits paid
- $2,027,520
- Administrative expenses
- $117,389
- Total expenses
- $2,144,909
- Net increase / (decrease)
- $4,269,908
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ascensus LLC | NONE | $62,210 | $0 | 2023 |
| One Digital Investment Advisors | NONE | $46,218 | not reported in the loaded dataset | 2023 |
| Nextcapital Group, Inc. | NONE | $8,961 | not reported in the loaded dataset | 2023 |