Carolina Family Health Centers, Inc. 401k Plan — Form 5500 plan (Carolina Family Health Centers, 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 Family Health Centers, Inc. 401k Plan is a benefit plan reported by Carolina Family Health Centers, Inc. under EIN 58-2079819 and plan number 003. The latest loaded filing year is 2023. The filing reports 259 participants and $11,426,783 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Carolina Family Health Centers, Inc.
EIN
58-2079819
Plan number
003
Plan type
2
Location
Wilson, NC
Latest filing year
2023
Participants
259
End-of-year plan assets
$11,426,783

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023259H, C20240716091705NAL0004877538001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$11,426,783
Total liabilities (EOY)
$0
Net assets (EOY)
$11,426,783
Net assets (BOY)
$9,028,138

Income & contributions

Employer contributions
$484,647
Participant contributions
$868,917
Total contributions
$1,497,110
Total income / additions
$3,168,038

Expenses & distributions

Benefits paid
$676,152
Administrative expenses
$92,413
Total expenses
$769,393
Net increase / (decrease)
$2,398,645

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ascensus LLCNONE$65,372$02023
Resources Investment Advisors.NONE$25,825not reported in the loaded dataset2023

Related Form 5500 pages