Carolina Cove Capital Retirement Plan — Form 5500 plan (Carolina Cove Capital Corp)
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 Cove Capital Retirement Plan is a benefit plan reported by Carolina Cove Capital Corp under EIN 87-3012094 and plan number 001. The latest loaded filing year is 2023. The filing reports 14 participants and $3,028,331 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Carolina Cove Capital Corp
- EIN
- 87-3012094
- Plan number
- 001
- Plan type
- 2
- Location
- Piedmont, SC
- Latest filing year
- 2023
- Participants
- 14
- End-of-year plan assets
- $3,028,331
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 14 | I | 20240719111706NAL0007082753001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $3,028,331
- Net assets (EOY)
- $3,028,331
- Net assets (BOY)
- $2,531,663
Income & contributions
- Total income / additions
- $496,668
Expenses & distributions
- Total expenses
- $0
- Net increase / (decrease)
- $496,668
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.