Uwharrie Capital Corp Employees 401k Retirement Plan — Form 5500 plan (Uwharrie Capital Corp)
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, Uwharrie Capital Corp Employees 401k Retirement Plan is a benefit plan reported by Uwharrie Capital Corp under EIN 56-1814206 and plan number 001. The latest loaded filing year is 2023. The filing reports 233 participants and $31,120,129 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Uwharrie Capital Corp
- EIN
- 56-1814206
- Plan number
- 001
- Plan type
- 2
- Location
- Albemarle, NC
- Latest filing year
- 2023
- Participants
- 233
- End-of-year plan assets
- $31,120,129
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 233 | H, C | 20240712153316NAL0011431123001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $31,120,129
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $31,120,129
- Net assets (BOY)
- $26,869,984
Income & contributions
- Employer contributions
- $666,704
- Participant contributions
- $1,152,700
- Total contributions
- $1,881,343
- Total income / additions
- $5,203,009
Expenses & distributions
- Benefits paid
- $881,792
- Administrative expenses
- $71,072
- Total expenses
- $952,864
- Net increase / (decrease)
- $4,250,145
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Unified Trust Company, N.A. | NONE | $71,072 | $0 | 2023 |