2023 Form 5500 filing — Rowan Diagnostic Clinic, Pa Profit Sharing 401k 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 20241010133323NAL0020150337001) for Rowan Diagnostic Clinic, Pa Profit Sharing 401k Plan, reported by Rowan Diagnostic Clinic, Pa under EIN 56-0988429 and plan number 001. It reports 114 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010133323NAL0020150337001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Rowan Diagnostic Clinic, Pa
- EIN
- 56-0988429
- Plan number
- 001
- Location
- Salisbury, NC
- Participants
- 114
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,531,599
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,531,599
- Employer contributions
- $458,814
- Participant contributions
- $444,224
- Total income / additions
- $2,659,886
- Benefits paid
- $1,003,220
- Administrative expenses
- $66,734
- Total expenses
- $1,069,954
- Net increase / (decrease)
- $1,589,932
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Emower Annuity Insurance Company Of | RECORDKEEPER | $65,550 | $0 |
| Mmlis | BROKER/ADVISER | $0 | $26,741 |
| Retirement Plan Solutions Inc | CONTRACT ADMIN | $7,987 | not reported in the loaded dataset |
| Emower Annuity Insurance Company Of | INVESTMENT MGMT | $9 | not reported in the loaded dataset |