2023 Form 5500 filing — Carolina Orthopeadic & Neurosurgical Associates, P.A. 401(K) 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 20250108113917NAL0018028304001) for Carolina Orthopeadic & Neurosurgical Associates, P.A. 401(K) Profit Sharing Plan & Trust, reported by Carolina Orthopaedic And Neurosurgical Associates, P.A. under EIN 57-0510670 and plan number 002. It reports 314 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250108113917NAL0018028304001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Carolina Orthopaedic And Neurosurgical Associates, P.A.
- EIN
- 57-0510670
- Plan number
- 002
- Location
- Spartanburg, SC
- Participants
- 314
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $17,257,420
- Total liabilities (EOY)
- $13,350
- Net assets (EOY)
- $17,244,070
- Employer contributions
- $1,154,416
- Participant contributions
- $809,367
- Total income / additions
- $4,450,224
- Benefits paid
- $1,731,788
- Administrative expenses
- $48,396
- Total expenses
- $1,787,797
- Net increase / (decrease)
- $2,662,427
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lpl Financial Rpcp | INVESTMENT ADVISOR | $27,903 | not reported in the loaded dataset |