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THRIFT PLAN OF CHARLOTTE SPEECH & HEARING CENTER, INC. 401k Plan overview

Plan NameTHRIFT PLAN OF CHARLOTTE SPEECH & HEARING CENTER, INC.
Plan identification number 002

THRIFT PLAN OF CHARLOTTE SPEECH & HEARING CENTER, INC. Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.

401k Sponsoring company profile

CHARLOTTE SPEECH AND HEARING CENTER INC. has sponsored the creation of one or more 401k plans.

Company Name:CHARLOTTE SPEECH AND HEARING CENTER INC.
Employer identification number (EIN):560892041
NAIC Classification:621340
NAIC Description:Offices of Physical, Occupational and Speech Therapists, and Audiologists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THRIFT PLAN OF CHARLOTTE SPEECH & HEARING CENTER, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01SUSAN HILL2024-05-17 SUSAN HILL2024-05-17
0022022-01-01SUSAN HILL2023-04-18 SUSAN HILL2023-04-18
0022021-01-01SUSAN HILL2022-05-27 SUSAN HILL2022-05-27
0022020-01-01SUSAN HILL2021-06-07 SUSAN HILL2021-06-07
0022019-01-01SUSAN HILL2020-07-20 SUSAN HILL2020-07-20
0022018-01-01SUSAN HILL2019-06-05 SUSAN HILL2019-06-05
0022017-01-01SUSAN HILL2018-04-05 SUSAN HILL2018-04-05
0022016-01-01SUSAN HILL2017-04-27 SUSAN HILL2017-04-27
0022015-01-01SUSAN HILL2016-05-02 SUSAN HILL2016-05-02
0022014-01-01SUSAN HILL2015-03-23 SUSAN HILL2015-03-23
0022013-01-01SUSAN HILL2014-05-08 SUSAN HILL2014-05-08
0022012-01-01SHANNON TUCKER2013-04-19 SHANNON TUCKER2013-04-19
0022011-01-01SUSAN HILL2012-04-18 SUSAN HILL2012-04-18
0022010-01-01SUSAN HILL2011-04-07 SUSAN HILL2011-04-07

Financial Data on THRIFT PLAN OF CHARLOTTE SPEECH & HEARING CENTER, INC.

Measure Date Value
2025 : THRIFT PLAN OF CHARLOTTE SPEECH & HEARING CENTER, INC. 2025 401k financial data
Total transfers to/from plan in this plan year2025-04-110
Total liabilities as of the end of the plan year2025-04-110
Total liabilities as of the beginning of the plan year2025-04-110
Total expenses incurred by plan in this plan year2025-04-1110857
Net assets as of the end of the plan year2025-04-112018138
Total assets as of the beginning of the plan year2025-04-111685354
Participant contributions to plan in this plan year2025-04-1187561
Value of participant loans at end of plan year2025-04-1112872
Other expenses paid from plan in this plan year2025-04-110
Other contributions to plan in this plan year2025-04-110
Other income to plan in this plan year2025-04-11239911
Plan net income in this plan year2025-04-11332784
Net assets as of the end of the plan year2025-04-112018138
Net assets as of the beginning of the plan year2025-04-111685354
Employer contributions to plan in this plan year2025-04-1116169
Fees paid to broker by Benefit Provider2025-04-112648
Expensese paid to adminstrative service provicers from plan in this plan year2025-04-112457
2024 : THRIFT PLAN OF CHARLOTTE SPEECH & HEARING CENTER, INC. 2024 401k financial data
Total transfers to/from plan in this plan year2024-05-170
Total liabilities as of the end of the plan year2024-05-170
Total liabilities as of the beginning of the plan year2024-05-170
Total expenses incurred by plan in this plan year2024-05-1751459
Net assets as of the end of the plan year2024-05-171685354
Total assets as of the beginning of the plan year2024-05-171401633
Participant contributions to plan in this plan year2024-05-1767540
Value of participant loans at end of plan year2024-05-1714137
Other expenses paid from plan in this plan year2024-05-170
Other contributions to plan in this plan year2024-05-17119
Other income to plan in this plan year2024-05-17253417
Plan net income in this plan year2024-05-17283721
Net assets as of the end of the plan year2024-05-171685354
Net assets as of the beginning of the plan year2024-05-171401633
Employer contributions to plan in this plan year2024-05-1714104
Fees paid to broker by Benefit Provider2024-05-172008
Expensese paid to adminstrative service provicers from plan in this plan year2024-05-171187
2022 : THRIFT PLAN OF CHARLOTTE SPEECH & HEARING CENTER, INC. 2022 401k financial data
Total liabilities as of the end of the plan year2022-05-270
Total liabilities as of the beginning of the plan year2022-05-270
Total expenses incurred by plan in this plan year2022-05-27156023
Net assets as of the end of the plan year2022-05-271629379
Total assets as of the beginning of the plan year2022-05-271466437
Participant contributions to plan in this plan year2022-05-2758424
Value of participant loans at end of plan year2022-05-2710797
Other income to plan in this plan year2022-05-27247365
Plan net income in this plan year2022-05-27162942
Net assets as of the end of the plan year2022-05-271629379
Net assets as of the beginning of the plan year2022-05-271466437
Employer contributions to plan in this plan year2022-05-2713176
Fees paid to broker by Benefit Provider2022-05-271977
Expensese paid to adminstrative service provicers from plan in this plan year2022-05-272688

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