2023 Form 5500 filing — Carolinas Center For Surgery 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 20240912091421NAL0004298147001) for Carolinas Center For Surgery 401(K) Plan, reported by Carteret Surgical Associates, P.A. Dba Carolinas Center For Surgery under EIN 56-1120277 and plan number 001. It reports 170 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240912091421NAL0004298147001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Carteret Surgical Associates, P.A. Dba Carolinas Center For Surgery
- EIN
- 56-1120277
- Plan number
- 001
- Location
- Morehead City, NC
- Participants
- 170
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $20,310,830
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,310,830
- Employer contributions
- $680,931
- Participant contributions
- $550,841
- Total income / additions
- $3,965,285
- Benefits paid
- $371,873
- Administrative expenses
- $12,005
- Total expenses
- $383,878
- Net increase / (decrease)
- $3,581,407
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cherry Bekaert Llp | AUDITOR | $10,577 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $1,428 | $0 |