Carolina Qsc Management, LLC 401(K) Profit Sharing Plan — Form 5500 plan (Carolina Qsc Management, LLC)

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 Qsc Management, LLC 401(K) Profit Sharing Plan is a benefit plan reported by Carolina Qsc Management, LLC under EIN 56-2000699 and plan number 001. The latest loaded filing year is 2023. The filing reports 164 participants and $2,141,837 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Carolina Qsc Management, LLC
EIN
56-2000699
Plan number
001
Plan type
2
Location
Archdale, NC
Latest filing year
2023
Participants
164
End-of-year plan assets
$2,141,837

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023164H, C20240816124937NAL0008035987001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$2,141,837
Total liabilities (EOY)
$4,684
Net assets (EOY)
$2,137,153
Net assets (BOY)
$1,654,902

Income & contributions

Employer contributions
$100,204
Participant contributions
$178,939
Total contributions
$279,143
Total income / additions
$619,873

Expenses & distributions

Benefits paid
$111,131
Administrative expenses
$26,491
Total expenses
$137,622
Net increase / (decrease)
$482,251

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Expert Financial Services, LLCFINANCIAL ADVISOR$13,408not reported in the loaded dataset2023
Penserv Plan Services, Inc.RECORDKEEPER$11,910not reported in the loaded dataset2023

Related Form 5500 pages