2023 Form 5500 filing — Pinehurst Medical Clinic, Inc. 401(K) 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 20241014082543NAL0013006563001) for Pinehurst Medical Clinic, Inc. 401(K) Profit Sharing Plan, reported by Pinehurst Medical Clinic, Inc. under EIN 56-0942980 and plan number 001. It reports 969 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014082543NAL0013006563001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pinehurst Medical Clinic, Inc.
- EIN
- 56-0942980
- Plan number
- 001
- Location
- Pinehurst, NC
- Participants
- 969
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $131,198,887
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $131,198,887
- Employer contributions
- $5,265,012
- Participant contributions
- $3,847,342
- Total income / additions
- $26,997,524
- Benefits paid
- $3,072,206
- Administrative expenses
- $190,728
- Total expenses
- $3,262,934
- Net increase / (decrease)
- $23,734,590
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Millstone Advisory Partners | INVESTMENT BROKER | $66,929 | not reported in the loaded dataset |
| First Citizens Bank & Trust | INVESTMENT BROKER | $47,000 | not reported in the loaded dataset |
| George Oschmann | INVESTMENT BROKER | $26,073 | not reported in the loaded dataset |
| The Vanguard Group, Inc | RECORDKEEPER | $15,490 | not reported in the loaded dataset |
| Stephen Lindon Thomas | INVESTMENT BROKER | $14,913 | not reported in the loaded dataset |
| Peter Sargent | INVESTMENT BROKER | $12,946 | not reported in the loaded dataset |
| Qrps, Inc | TPA | $11,000 | not reported in the loaded dataset |
| Hs Dreher Capital Mgmt | INVESTMENT BROKER | $7,480 | not reported in the loaded dataset |