Mecklenburg Radiology Associates, P.A. Profit Sharing Plan — Form 5500 plan (Mecklenburg Radiology Associates, 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, Mecklenburg Radiology Associates, P.A. Profit Sharing Plan is a benefit plan reported by Mecklenburg Radiology Associates, P.A. under EIN 56-0945616 and plan number 001. The latest loaded filing year is 2023. The filing reports 150 participants and $79,950,891 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mecklenburg Radiology Associates, P.A.
- EIN
- 56-0945616
- Plan number
- 001
- Plan type
- 2
- Location
- Charlotte, NC
- Latest filing year
- 2023
- Participants
- 150
- End-of-year plan assets
- $79,950,891
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 150 | H, C | 20240917144106NAL0003063169001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $79,950,891
- Net assets (EOY)
- $79,950,891
- Net assets (BOY)
- $80,468,673
Income & contributions
- Employer contributions
- $2,995,883
- Participant contributions
- $2,086,243
- Total contributions
- $5,101,778
- Total income / additions
- $18,710,650
Expenses & distributions
- Benefits paid
- $19,162,941
- Administrative expenses
- $65,491
- Total expenses
- $19,228,432
- Net increase / (decrease)
- -$517,782
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Schwab Retirement Plan Services,Inc | NONE | $30,015 | not reported in the loaded dataset | 2023 |
| Capfinancial Partners LLC | NONE | $12,232 | not reported in the loaded dataset | 2023 |
| Envestnet Asset Management Inc | NONE | $10,225 | not reported in the loaded dataset | 2023 |
| United Capital Financial Advis | NONE | $6,976 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co.,Inc. | NONE | $828 | $15 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Mecklenburg Radiology Associates, P.A.
- 2023 Form 5500 filing
- Form 5500 filings in NC
- 401(k) and benefit plan filings in Charlotte, NC
- Schwab Retirement Plan Services,Inc — Schedule C compensation
- Capfinancial Partners LLC — Schedule C compensation
- Envestnet Asset Management Inc — Schedule C compensation
- United Capital Financial Advis — Schedule C compensation
- Charles Schwab & Co.,Inc. — Schedule C compensation