CAROLINA HOME MEDICAL, INC. PROFIT SHARING PLAN AND TRUST

At the end of 2022, the total retirement plan assets of CAROLINA HOME MEDICAL, INC. PROFIT SHARING PLAN AND TRUST is $14,045,819.This plan was established in 1999.

At the end of 2022, the total number of retirement plan participants in CAROLINA HOME MEDICAL, INC. PROFIT SHARING PLAN AND TRUST is 390

In 2022, the average participant retirement account value for CAROLINA HOME MEDICAL, INC. PROFIT SHARING PLAN AND TRUST is $36,014

In 2022, the estimated average employee contribution amount per participant for CAROLINA HOME MEDICAL, INC. PROFIT SHARING PLAN AND TRUST is $1,623

In 2022, the estimated average employer match for an employee in CAROLINA HOME MEDICAL, INC. PROFIT SHARING PLAN AND TRUST is approximately $894

In 2022, CAROLINA HOME MEDICAL, INC. PROFIT SHARING PLAN AND TRUST allocates $348,796 to match its employees’ contributions, providing an employer match rate of 47.17% of their contributions

In 2022, the total retirement plan asset growth rate of CAROLINA HOME MEDICAL, INC. PROFIT SHARING PLAN AND TRUST is -15.93%

In 2022, the estimated aggregate retirement account investment gain/loss for CAROLINA HOME MEDICAL, INC. PROFIT SHARING PLAN AND TRUST is -17.69%. This measures the effectiveness of the plan participants’ investments in the year.

In 2022, the investment and administrative expense ratio of CAROLINA HOME MEDICAL, INC. PROFIT SHARING PLAN AND TRUST is 0.32%.

Enrollment Features

CAROLINA HOME MEDICAL, INC. PROFIT SHARING PLAN AND TRUST has the following features:
    Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.