2023 Form 5500 filing — Arthritis And Osteoporosis Consultants Of The Carolinas 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 20241011095839NAL0012347171001) for Arthritis And Osteoporosis Consultants Of The Carolinas 401(K) Plan, reported by Arthritis And Osteoporosis Consultants Of The Carolinas, Pa under EIN 56-2202409 and plan number 001. It reports 112 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011095839NAL0012347171001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Arthritis And Osteoporosis Consultants Of The Carolinas, Pa
- EIN
- 56-2202409
- Plan number
- 001
- Location
- Charlotte, NC
- Participants
- 112
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,283,220
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,283,220
- Employer contributions
- $394,422
- Participant contributions
- $384,360
- Total income / additions
- $2,340,907
- Benefits paid
- $919,847
- Administrative expenses
- $34,570
- Total expenses
- $954,417
- Net increase / (decrease)
- $1,386,490
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Quantitative Process, LLC | NONE | $22,471 | not reported in the loaded dataset |
| The Vanguard Group, Inc. | NONE | $10,479 | not reported in the loaded dataset |
| Blue Sky 401(K) Specialists | NONE | $1,080 | not reported in the loaded dataset |
| Newport Group | NONE | $390 | not reported in the loaded dataset |
| Newport Group | NONE | $150 | not reported in the loaded dataset |