Carmel Country Club Inc 401(K)Plan — Form 5500 plan (Carmel Country Club, 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, Carmel Country Club Inc 401(K)Plan is a benefit plan reported by Carmel Country Club, Inc. under EIN 56-0507966 and plan number 002. The latest loaded filing year is 2023. The filing reports 187 participants and $7,758,686 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Carmel Country Club, Inc.
EIN
56-0507966
Plan number
002
Plan type
2
Location
Charlotte, NC
Latest filing year
2023
Participants
187
End-of-year plan assets
$7,758,686

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023187H, C20240813101834NAL0010460081001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,758,686
Total liabilities (EOY)
$5,760
Net assets (EOY)
$7,752,926
Net assets (BOY)
$7,441,954

Income & contributions

Employer contributions
$260,168
Participant contributions
$549,403
Total contributions
$1,169,258
Total income / additions
$2,420,889

Expenses & distributions

Benefits paid
$2,069,256
Administrative expenses
$24,588
Total expenses
$2,109,917
Net increase / (decrease)
$310,972

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Alerus Retirement SolutionsNONE$24,589$02023

Related Form 5500 pages