Carolina Case Management And Rehabilitation Services, Inc. 401 (K) Plan — Form 5500 plan (Carolina Case Management And Rehabilitation Services, 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, Carolina Case Management And Rehabilitation Services, Inc. 401 (K) Plan is a benefit plan reported by Carolina Case Management And Rehabilitation Services, Inc. under EIN 56-1939062 and plan number 001. The latest loaded filing year is 2023. The filing reports 128 participants and $14,689,051 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Carolina Case Management And Rehabilitation Services, Inc.
EIN
56-1939062
Plan number
001
Plan type
2
Location
Raleigh, NC
Latest filing year
2023
Participants
128
End-of-year plan assets
$14,689,051

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023128H, C20240930082738NAL0010771922001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$14,689,051
Total liabilities (EOY)
$0
Net assets (EOY)
$14,689,051
Net assets (BOY)
$13,000,383

Income & contributions

Employer contributions
$313,640
Participant contributions
$771,147
Total contributions
$1,084,787
Total income / additions
$3,659,854

Expenses & distributions

Benefits paid
$1,931,940
Administrative expenses
$39,246
Total expenses
$1,971,186
Net increase / (decrease)
$1,688,668

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
First Citizens BankADVISOR$30,000not reported in the loaded dataset2023
The Retirement Plan CompanyNONE$8,946$8,6222023

Related Form 5500 pages