form5500lookup

Form 5500 · Retirement plan · CHARLESTON, SC

CAROLINA EASTERN INCORPORATED

The filing calls this plan CAROLINA EASTERN, INC. 401(K) PLAN.

CAROLINA EASTERN INCORPORATED of CHARLESTON, SC files a Form 5500 for its retirement plan. Schedule A discloses 1 annuity or guaranteed-interest contract held by the plan, written by EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA. These are investment and funding contracts, not group health or welfare coverage. No medical, dental or life benefit is reported on this filing.

Agent of record (Schedule A)
Contract year ends
Decemberas filed for plan year 2025

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 57-0551056 · plan 001 · plan year 2025, filed Aug 25, 2026

Participants at the start of the year
397
Contracts on file
1
Contract value
$813,922
Plan year end
December

Plan brief

Schedule A lists 1 insurance contract held by the plan — an annuity, a guaranteed-interest account or a similar funding vehicle, with EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA.

The contracts held $813,922 at the end of the plan year, as reported on Schedule A.

$1,464 in agent commissions is disclosed across the contracts; OSAIC WEALTH INC is the agent of record.

A Schedule A is filed for a retirement plan when plan assets sit in an insurance company contract. It reports the contract's balances and any agent commission. It does not report a health, dental or life premium, and it does not give a group renewal date.

The contract year ended in December.

Schedule A insurance contracts

CarrierContract typeCoveredYear endsContract valueCommission
EMPOWER ANNUITY INSURANCE COMPANY OF AMERICAAnnuity / GIC31December$813,922$1,464

Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.

See the filing at the Department of Labor

Administrator and service providers

Plan administrator on the filing
CAROLINA EASTERN INCORPORATED
EIN 57-0551056

The plan administrator is from line 3a of the main form. We publish company names only.

What the plan holds

Plan assets at year end
$23,813,445
Paid out in benefits
$1,350,267
Participants at the start of the year
397
Participants with account balances
172

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H

Who runs the plan

Independent accountantEIN 44-0160260
FORVIS MAZARS, LLP
Accountant's opinion (Schedule H, line 3a)
Unmodified

From Schedule H of this filing.

We can name the recordkeeper and the auditor for large plans, the ones that file a Schedule C or a Schedule H. Smaller plans do not have to report either, so for most 401(k) plans in the country that information is not public anywhere.

Other plans filed by this employer

More employer plans in South Carolina — largest plans, brokers, carriers and renewal months.