Cabarrus Rowan Community Health Centers 401(K) Plan — Form 5500 plan (Cabarrus Rowan Community Health Centers)

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, Cabarrus Rowan Community Health Centers 401(K) Plan is a benefit plan reported by Cabarrus Rowan Community Health Centers under EIN 61-1459826 and plan number 001. The latest loaded filing year is 2023. The filing reports 174 participants and $2,616,391 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Cabarrus Rowan Community Health Centers
EIN
61-1459826
Plan number
001
Plan type
2
Location
Concord, NC
Latest filing year
2023
Participants
174
End-of-year plan assets
$2,616,391

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023174H, C20241024144810NAL0000694163001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$2,616,391
Total liabilities (EOY)
$0
Net assets (EOY)
$2,616,391
Net assets (BOY)
$2,342,963

Income & contributions

Employer contributions
$183,111
Participant contributions
$343,190
Total contributions
$526,301
Total income / additions
$907,758

Expenses & distributions

Benefits paid
$608,374
Administrative expenses
$25,956
Total expenses
$634,330
Net increase / (decrease)
$273,428

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Newport Group, Inc.RECORDKEEPER$13,362$02023

Related Form 5500 pages