2023 Form 5500 filing — Mecklenburg Radiology Associates, P.A. Profit Sharing 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 20240917144106NAL0003063169001) for Mecklenburg Radiology Associates, P.A. Profit Sharing Plan, reported by Mecklenburg Radiology Associates, P.A. under EIN 56-0945616 and plan number 001. It reports 150 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240917144106NAL0003063169001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mecklenburg Radiology Associates, P.A.
- EIN
- 56-0945616
- Plan number
- 001
- Location
- Charlotte, NC
- Participants
- 150
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $79,950,891
- Net assets (EOY)
- $79,950,891
- Employer contributions
- $2,995,883
- Participant contributions
- $2,086,243
- Total income / additions
- $18,710,650
- Benefits paid
- $19,162,941
- Administrative expenses
- $65,491
- Total expenses
- $19,228,432
- Net increase / (decrease)
- -$517,782
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Schwab Retirement Plan Services,Inc | NONE | $30,015 | not reported in the loaded dataset |
| Capfinancial Partners LLC | NONE | $12,232 | not reported in the loaded dataset |
| Envestnet Asset Management Inc | NONE | $10,225 | not reported in the loaded dataset |
| United Capital Financial Advis | NONE | $6,976 | not reported in the loaded dataset |
| Charles Schwab & Co.,Inc. | NONE | $828 | $15 |