2023 Form 5500 filing — Coastal Carolina Health Care, P.A. Ees' 401(K) Savings & 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 20250621161243NAL0002860963001) for Coastal Carolina Health Care, P.A. Ees' 401(K) Savings & Profit Sharing Plan, reported by Coastal Carolina Health Care, P.A. under EIN 56-2054060 and plan number 001. It reports 541 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250621161243NAL0002860963001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Coastal Carolina Health Care, P.A.
- EIN
- 56-2054060
- Plan number
- 001
- Location
- New Bern, NC
- Participants
- 541
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $62,972,877
- Net assets (EOY)
- $62,972,877
- Employer contributions
- $2,948,144
- Participant contributions
- $2,222,449
- Total income / additions
- $13,191,886
- Benefits paid
- $5,047,930
- Administrative expenses
- $135,008
- Total expenses
- $5,183,989
- Net increase / (decrease)
- $8,007,897
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Schwab Retirement Plan Services Inc | NONE | $111,456 | not reported in the loaded dataset |
| Whitener Capital Management Inc | NONE | $11,761 | not reported in the loaded dataset |
| Bluesky Wealth Advisors LLC | NONE | $6,800 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $390 | $0 |