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 Caring Retirement Plan is a benefit plan reported by Carolina Caring, Inc. under EIN 56-1242526 and plan number 002. The latest loaded filing year is 2023. The filing reports 418 participants and $12,655,041 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,655,041
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,655,041
- Net assets (BOY)
- $10,197,996
Income & contributions
- Employer contributions
- $723,710
- Participant contributions
- $919,752
- Total contributions
- $2,011,167
- Total income / additions
- $3,621,900
Expenses & distributions
- Benefits paid
- $1,119,938
- Administrative expenses
- $44,917
- Total expenses
- $1,164,855
- Net increase / (decrease)
- $2,457,045