Foundation For The Carolinas Dc Plan — Form 5500 plan (Foundation For The Carolinas)
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, Foundation For The Carolinas Dc Plan is a benefit plan reported by Foundation For The Carolinas under EIN 56-6047886 and plan number 004. The latest loaded filing year is 2023. The filing reports 219 participants and $29,606,668 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Foundation For The Carolinas
- EIN
- 56-6047886
- Plan number
- 004
- Plan type
- 2
- Location
- Charlotte, NC
- Latest filing year
- 2023
- Participants
- 219
- End-of-year plan assets
- $29,606,668
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 219 | H, C | 20250430142823NAL0001976049001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $29,606,668
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $29,606,668
- Net assets (BOY)
- $24,346,357
Income & contributions
- Employer contributions
- $1,840,453
- Participant contributions
- $1,250,264
- Total contributions
- $3,726,932
- Total income / additions
- $7,604,452
Expenses & distributions
- Benefits paid
- $2,290,468
- Administrative expenses
- $53,673
- Total expenses
- $2,344,141
- Net increase / (decrease)
- $5,260,311
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa | RECORDKEEPER | $25,021 | $0 | 2023 |
| Capfinancial Partners, LLC | ADVISOR | $21,536 | not reported in the loaded dataset | 2023 |
| Mcguire Woods | LEGAL | $5,143 | not reported in the loaded dataset | 2023 |
| New Pinnacle Consulting Group, LLC | PENSION CONSULTANT | $2,797 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Foundation For The Carolinas
- 2023 Form 5500 filing
- Form 5500 filings in NC
- 401(k) and benefit plan filings in Charlotte, NC
- Tiaa — Schedule C compensation
- Capfinancial Partners, LLC — Schedule C compensation
- Mcguire Woods — Schedule C compensation
- New Pinnacle Consulting Group, LLC — Schedule C compensation