401(k)
2024 plan-year 401(k) DOL Form 5500

Carolina Therapeutic Services, Inc. 401(k) Profit Sharing Plan and Trust

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Carolina Therapeutic Services, Inc. · North Carolina · Healthcare & Social Assistance

What the 2023 filing shows

Carolina Therapeutic Services, Inc. 401(k) Profit Sharing Plan and Trust holds $1M for 150 participants — about $6,756 per participant, up 105.1% over the 2024 plan year.

$1M
total plan assets (2024 EOY)
150
covered participants
$6,756
avg assets per participant
+105.1%
assets growth YoY
Total Assets (2023)
$1M
Participants
150
Industry
Healthcare & Social Assistance

What the Filing Says About Carolina Therapeutic Services, Inc. 401(k) Profit Sharing Plan and Trust

Carolina Therapeutic Services, Inc. 401(k) Profit Sharing Plan and Trust is a 401(k) retirement plan sponsored by Carolina Therapeutic Services, Inc., headquartered in North Carolina. As of the 2024 Form 5500 filing, the plan reports $1M in total end-of-year assets and covers 150 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 770689201, and the plan has been effective since 2017-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $494K at the beginning of 2024 to $1M at year-end — a gain of 105.1%. Net assets (after liabilities) closed the year at $1M, with reported net income of $519K driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$494K
Total Assets (End of Year)$1M
Net Assets (End of Year)$1M
Net Income$519K
Plan Type401(k)
Employer EIN770689201
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

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Frequently Asked Questions

How much money is in the Carolina Therapeutic Services, Inc. 401(k) Profit Sharing Plan and Trust?
As of the 2024 Form 5500 filing, Carolina Therapeutic Services, Inc. 401(k) Profit Sharing Plan and Trust holds $1M in total assets with 150 participants. It is sponsored by Carolina Therapeutic Services, Inc..
What type of plan is Carolina Therapeutic Services, Inc. 401(k) Profit Sharing Plan and Trust?
Carolina Therapeutic Services, Inc. 401(k) Profit Sharing Plan and Trust is a 401(k) plan. It has been effective since 2017-01-01. The plan is filed with the U.S. Department of Labor under EIN 770689201.
Who sponsors the Carolina Therapeutic Services, Inc. 401(k) Profit Sharing Plan and Trust?
Carolina Therapeutic Services, Inc. 401(k) Profit Sharing Plan and Trust is sponsored by Carolina Therapeutic Services, Inc., located in North Carolina. The sponsor's EIN is 770689201 and the plan operates in the Healthcare & Social Assistance industry.
How did Carolina Therapeutic Services, Inc. 401(k) Profit Sharing Plan and Trust perform in 2024?
Carolina Therapeutic Services, Inc. 401(k) Profit Sharing Plan and Trust grew by 105.1% during 2024, moving from $494K to $1M in total assets. Net income was $519K.
Where can I find official filings for Carolina Therapeutic Services, Inc. 401(k) Profit Sharing Plan and Trust?
Official Form 5500 filings for Carolina Therapeutic Services, Inc. 401(k) Profit Sharing Plan and Trust are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 770689201 or plan name at efast.dol.gov.
How does Carolina Therapeutic Services, Inc. 401(k) Profit Sharing Plan and Trust compare to other plans?
You can compare Carolina Therapeutic Services, Inc. 401(k) Profit Sharing Plan and Trust against other 401(k) plans on the plan type page, or view plans in North Carolina on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 770689201.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.