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 Meadows 403(B) Retirement Plan is a benefit plan reported by Carolina Meadows, Inc. under EIN 56-1380014 and plan number 001. The latest loaded filing year is 2023. The filing reports 637 participants and $13,888,167 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,888,167
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,888,167
- Net assets (BOY)
- $11,666,440
Income & contributions
- Employer contributions
- $469,276
- Participant contributions
- $879,217
- Total contributions
- $1,348,493
- Total income / additions
- $3,204,626
Expenses & distributions
- Benefits paid
- $953,206
- Administrative expenses
- $11,570
- Total expenses
- $982,899
- Net increase / (decrease)
- $2,221,727