OpenERISA

Carolina Financial & Insurance Services, INC.

Charlotte, NC, 28278

EIN 83-1979559
Plans
1
Total participants
4
Filing years
2024, 2023, 2022, 2021, 2020
NAICS
524210

Benefit plans on file

YearFormPlan #Plan nameParticipants
2024Form 5500001Carolina Financial & Insurance Services Retirement Plan0
2023Form 5500001Carolina Financial & Insurance Services Retirement Plan1
2022Form 5500001Carolina Financial & Insurance Services Retirement Plan1
2021Form 5500001Carolina Financial & Insurance Services Retirement Plan1
2020Form 5500001Carolina Financial & Insurance Services Retirement Plan1

Data shown as filed with the U.S. Department of Labor (EBSA), filing years 2020–2025; not validated by OpenERISA. View official filings for this EIN on the DOL EFAST2 search.

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