Carolina Wealth Management Inc — Form 5500 Schedule C service provider compensation
Reported service provider summary
According to public Form 5500 Schedule C data published through public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Carolina Wealth Management Inc is reported as a service provider on 4 loaded Form 5500 filing(s) across 4 plan sponsor(s) and 4 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $104,133 and reported indirect compensation totals not reported in the loaded dataset.
Reported compensation summary
- Reported direct compensation
- $104,133
- Reported indirect compensation
- not reported in the loaded dataset
- Total reported compensation
- $104,133
- Filings
- 4
- Plan sponsors
- 4
- Plans
- 4
- Latest filing year
- 2023
Figures are reported Schedule C service provider compensation as disclosed by plan sponsors. They are presented objectively and are not a statement about whether any compensation is high, low, or reasonable.
Top plan sponsors by reported compensation
| Sponsor | State | Plans | Reported compensation |
|---|---|---|---|
| Carolina Home Medical, Inc. | NC | 1 | $36,000 |
| Terminix Company Of North Carolina | NC | 1 | $27,000 |
| M. R. Williams, Inc. | NC | 1 | $21,507 |
| Mcgee Corporation | NC | 1 | $19,626 |
State footprint
Plans reporting Carolina Wealth Management Inc are sponsored in NC (4).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Carolina Home Medical, Inc. | Carolina Home Medical, Inc. Profit Sharing Plan And Trust | 2023 | $36,000 | not reported in the loaded dataset |
| Terminix Company Of North Carolina | Terminix, Et Al. 401(K) Profit Sharing Plan | 2023 | $27,000 | not reported in the loaded dataset |
| M. R. Williams, Inc. | M. R. Williams, Inc. 401(K) Profit Sharing Plan | 2023 | $21,507 | not reported in the loaded dataset |
| Mcgee Corporation | Savings Plan For The Employees Of Mcgee Corporation | 2023 | $19,626 | not reported in the loaded dataset |
Related Form 5500 pages
- Carolina Home Medical, Inc. Profit Sharing Plan And Trust (plan 001)
- Carolina Home Medical, Inc. — all reported plans
- Terminix, Et Al. 401(K) Profit Sharing Plan (plan 001)
- Terminix Company Of North Carolina — all reported plans
- M. R. Williams, Inc. 401(K) Profit Sharing Plan (plan 001)
- M. R. Williams, Inc. — all reported plans
- Savings Plan For The Employees Of Mcgee Corporation (plan 001)
- Mcgee Corporation — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources