Easter Seals Ucp North Carolina & Virginia, Inc. 403(B) Retirement Plan — Form 5500 plan (Easter Seals Ucp North Carolina & Virginia, 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, Easter Seals Ucp North Carolina & Virginia, Inc. 403(B) Retirement Plan is a benefit plan reported by Easter Seals Ucp North Carolina & Virginia, Inc. under EIN 56-0670676 and plan number 002. The latest loaded filing year is 2023. The filing reports 2,438 participants and $13,141,574 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Easter Seals Ucp North Carolina & Virginia, Inc.
EIN
56-0670676
Plan number
002
Plan type
2
Location
Raleigh, NC
Latest filing year
2023
Participants
2,438
End-of-year plan assets
$13,141,574

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,438H, C20240927091603NAL0002022193001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$13,141,574
Total liabilities (EOY)
$0
Net assets (EOY)
$13,141,574
Net assets (BOY)
$11,492,436

Income & contributions

Participant contributions
$1,043,288
Total contributions
$1,081,940
Total income / additions
$2,924,835

Expenses & distributions

Benefits paid
$1,232,680
Administrative expenses
$43,017
Total expenses
$1,275,697
Net increase / (decrease)
$1,649,138

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Cpi Qualified Plan Consultants, IncNONE$40,525not reported in the loaded dataset2023

Related Form 5500 pages