2023 Form 5500 filing — Palmetto Primary Care Physicians, LLC 401(K)
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 20241007103831NAL0015938177001) for Palmetto Primary Care Physicians, LLC 401(K), reported by Palmetto Primary Care Physicians, LLC under EIN 57-1056849 and plan number 001. It reports 827 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007103831NAL0015938177001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Palmetto Primary Care Physicians, LLC
- EIN
- 57-1056849
- Plan number
- 001
- Location
- North Charleston, SC
- Participants
- 827
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $52,596,513
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $52,596,513
- Employer contributions
- $925,133
- Participant contributions
- $1,769,823
- Total income / additions
- $11,051,225
- Benefits paid
- $5,386,422
- Administrative expenses
- $105,340
- Total expenses
- $5,491,762
- Net increase / (decrease)
- $5,559,463
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Carolina Qualified Retirement Plan | NONE | $53,165 | not reported in the loaded dataset |
| The Vanguard Group, Inc. | NONE | $52,176 | $0 |