2023 Form 5500 filing — Physicians East Pa Profit Sharing Plan & Trust
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 20241015131507NAL0016466867008) for Physicians East Pa Profit Sharing Plan & Trust, reported by Physicians East Pa under EIN 56-1968491 and plan number 001. It reports 779 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015131507NAL0016466867008
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Physicians East Pa
- EIN
- 56-1968491
- Plan number
- 001
- Location
- Greenville, NC
- Participants
- 779
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $106,467,524
- Total liabilities (EOY)
- $199
- Net assets (EOY)
- $106,467,325
- Employer contributions
- $3,890,402
- Participant contributions
- $2,492,145
- Total income / additions
- $24,025,496
- Benefits paid
- $6,057,175
- Administrative expenses
- $49,011
- Total expenses
- $6,106,186
- Net increase / (decrease)
- $17,919,310
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cap Financial Partners LLC | INVESTMENT ADVISOR | $72,500 | not reported in the loaded dataset |
| Sullivan, Shearin & Company | AUDITOR | $16,000 | not reported in the loaded dataset |
| Strategic Advisors Inc | ADVISOR | $11,369 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | -$50,858 | $0 |