The Cedars Of Chapel Hill Club Inc. Employees 401k Plan — Form 5500 plan (The Cedars Of Chapel Hill Club 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, The Cedars Of Chapel Hill Club Inc. Employees 401k Plan is a benefit plan reported by The Cedars Of Chapel Hill Club Inc. under EIN 56-2161782 and plan number 001. The latest loaded filing year is 2023. The filing reports 205 participants and $4,248,149 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Cedars Of Chapel Hill Club Inc.
- EIN
- 56-2161782
- Plan number
- 001
- Plan type
- 2
- Location
- Chapel Hill, NC
- Latest filing year
- 2023
- Participants
- 205
- End-of-year plan assets
- $4,248,149
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 205 | H, C | 20241008122136NAL0009631971001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,248,149
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,248,149
- Net assets (BOY)
- $3,419,511
Income & contributions
- Employer contributions
- $266,289
- Participant contributions
- $441,242
- Total contributions
- $722,127
- Total income / additions
- $1,207,168
Expenses & distributions
- Benefits paid
- $363,247
- Administrative expenses
- $15,283
- Total expenses
- $378,530
- Net increase / (decrease)
- $828,638
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| T. Rowe Price Rps, Inc | NONE | $15,283 | $0 | 2023 |
| American United Life Insurance Co | NONE | $0 | $0 | 2023 |
| American Beacon Funds | NONE | $0 | $0 | 2023 |
| Metropolitan West Funds | NONE | $0 | $0 | 2023 |
| Fidelity | NONE | $0 | $0 | 2023 |
| Pimco Funds | NONE | $0 | $0 | 2023 |
| Oppenheimer Funds | NONE | $0 | $0 | 2023 |
| Dimensional Funds | NONE | $0 | $0 | 2023 |
| Wells Fargo Funds Trust | NONE | $0 | $0 | 2023 |
| Vanguard Group | NONE | $0 | $0 | 2023 |
| Jp Morgan Funds | NONE | $0 | $0 | 2023 |
| Hartford Mutual Funds | NONE | $0 | $0 | 2023 |
| Cohen & Steers Funds | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Cedars Of Chapel Hill Club Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NC
- 401(k) and benefit plan filings in Chapel Hill, NC
- T. Rowe Price Rps, Inc — Schedule C compensation
- American United Life Insurance Co — Schedule C compensation
- American Beacon Funds — Schedule C compensation
- Metropolitan West Funds — Schedule C compensation
- Fidelity — Schedule C compensation
- Pimco Funds — Schedule C compensation
- Oppenheimer Funds — Schedule C compensation
- Dimensional Funds — Schedule C compensation
- Wells Fargo Funds Trust — Schedule C compensation
- Vanguard Group — Schedule C compensation
- Jp Morgan Funds — Schedule C compensation
- Hartford Mutual Funds — Schedule C compensation
- Cohen & Steers Funds — Schedule C compensation