Carolina Biological Supply Company Savings And Profit Sharing Retirement — Form 5500 plan (Carolina Biological Supply Company)
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 Biological Supply Company Savings And Profit Sharing Retirement is a benefit plan reported by Carolina Biological Supply Company under EIN 56-0364367 and plan number 001. The latest loaded filing year is 2023. The filing reports 642 participants and $44,903,521 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Carolina Biological Supply Company
- EIN
- 56-0364367
- Plan number
- 001
- Plan type
- 2
- Location
- Burlington, NC
- Latest filing year
- 2023
- Participants
- 642
- End-of-year plan assets
- $44,903,521
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 642 | H, C | 20241011110559NAL0022630817001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $44,903,521
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $44,903,521
- Net assets (BOY)
- $38,857,822
Income & contributions
- Employer contributions
- $1,002,693
- Participant contributions
- $2,396,847
- Total contributions
- $3,473,108
- Total income / additions
- $10,298,073
Expenses & distributions
- Benefits paid
- $4,114,509
- Administrative expenses
- $137,865
- Total expenses
- $4,252,374
- Net increase / (decrease)
- $6,045,699
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $122,857 | $0 | 2023 |
| Independent Advisor Alliance | INVESTMENT ADVISORY | $15,008 | $107 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Carolina Biological Supply Company
- 2023 Form 5500 filing
- Form 5500 filings in NC
- 401(k) and benefit plan filings in Burlington, NC
- Principal Life Insurance Company — Schedule C compensation
- Independent Advisor Alliance — Schedule C compensation
- Wilshire Advisors LLC — Schedule C compensation