Community Care Of North Carolina, Inc 401(K) Plan — Form 5500 plan (Community Care 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, Community Care Of North Carolina, Inc 401(K) Plan is a benefit plan reported by Community Care Of North Carolina, Inc. under EIN 46-3355510 and plan number 001. The latest loaded filing year is 2023. The filing reports 621 participants and $33,424,477 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Community Care Of North Carolina, Inc.
EIN
46-3355510
Plan number
001
Plan type
2
Location
Garner, NC
Latest filing year
2023
Participants
621
End-of-year plan assets
$33,424,477

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023621H, C20240917141445NAL0005369616001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$33,424,477
Total liabilities (EOY)
$0
Net assets (EOY)
$33,424,477
Net assets (BOY)
$26,309,770

Income & contributions

Employer contributions
$2,129,818
Participant contributions
$2,505,345
Total contributions
$4,713,441
Total income / additions
$8,914,876

Expenses & distributions

Benefits paid
$1,764,228
Administrative expenses
$35,941
Total expenses
$1,800,169
Net increase / (decrease)
$7,114,707

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Leafhouse Financial Advisors, LLCOTHER$14,394not reported in the loaded dataset2023
Empower Advisory Group, LLCINVESTMENT MGMT$13,397not reported in the loaded dataset2023
Empower Annuity Insurance Company ORECORDKEEPER$8,150$02023

Related Form 5500 pages