Carolina Heritage Corp. 401(K) Profit Sharing Plan — Form 5500 plan (Carolina Heritage 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 Heritage Corp. 401(K) Profit Sharing Plan is a benefit plan reported by Carolina Heritage Corp. under EIN 88-1777281 and plan number 001. The latest loaded filing year is 2023. The filing reports 2 participants and $103,451 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Carolina Heritage Corp.
- EIN
- 88-1777281
- Plan number
- 001
- Plan type
- 2
- Location
- Downingtown, PA
- Latest filing year
- 2023
- Participants
- 2
- End-of-year plan assets
- $103,451
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2 | I | 20240702150214NAL0005805905001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $103,451
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $103,451
- Net assets (BOY)
- $103,970
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $0
- Total income / additions
- -$519
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $0
- Total expenses
- $0
- Net increase / (decrease)
- -$519
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.