2023 Form 5500 filing — Metrolina Nephrology Associates, P.A. 401(K) Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240911071522NAL0008177809001) for Metrolina Nephrology Associates, P.A. 401(K) Plan, reported by Metrolina Nephrology Associates, P.A. under EIN 56-1378901 and plan number 001. It reports 231 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240911071522NAL0008177809001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Metrolina Nephrology Associates, P.A.
- EIN
- 56-1378901
- Plan number
- 001
- Location
- Charlotte, NC
- Participants
- 231
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $56,061,976
- Net assets (EOY)
- $56,061,976
- Employer contributions
- $1,482,425
- Participant contributions
- $1,791,948
- Total income / additions
- $10,975,278
- Benefits paid
- $5,000,095
- Administrative expenses
- $173,162
- Total expenses
- $5,173,257
- Net increase / (decrease)
- $5,802,021
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Capfinancial Partners LLC | NONE | $117,083 | not reported in the loaded dataset |
| Schwab Retirement Plan Services Inc | NONE | $41,122 | not reported in the loaded dataset |
| Hightower Advisors LLC | NONE | $9,756 | not reported in the loaded dataset |
| Beacon Pointe Advisors LLC | NONE | $5,202 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $2,574 | $0 |