Plan5500

Pinehurst Surgical Clinic, P. A. Retirement And Savings Plan — Form 5500 plan (Pinehurst Surgical Clinic, P.A.)

Plain-English plan 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, Pinehurst Surgical Clinic, P. A. Retirement And Savings Plan is a benefit plan reported by Pinehurst Surgical Clinic, P.A. under EIN 56-0942061 and plan number 001. The latest loaded filing year is 2023. The filing reports 642 participants and $87,975,357 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Pinehurst Surgical Clinic, P.A.
EIN
56-0942061
Plan number
001
Plan type
2
Location
Pinehurst, NC
Latest filing year
2023
Participants
642
End-of-year plan assets
$87,975,357

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023642H, C20241001112715NAL0003220611001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$87,975,357
Total liabilities (EOY)
$0
Net assets (EOY)
$87,975,357
Net assets (BOY)
$71,442,920

Income & contributions

Employer contributions
$3,295,998
Participant contributions
$2,661,161
Total contributions
$5,977,115
Total income / additions
$18,679,495

Expenses & distributions

Benefits paid
$2,024,648
Administrative expenses
$121,324
Total expenses
$2,147,058
Net increase / (decrease)
$16,532,437

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
The Vanguard Group, Inc.NONE$102,353$02023
Vanguard Advisers Inc.NONE$21,619not reported in the loaded dataset2023

Related Form 5500 pages