Carolina Neurosurgery & Spine Associates, Pa Employees Savings Plan — Form 5500 plan (Carolina Neurosurgery & Spine Associates Pa)

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, Carolina Neurosurgery & Spine Associates, Pa Employees Savings Plan is a benefit plan reported by Carolina Neurosurgery & Spine Associates Pa under EIN 56-0963485 and plan number 003. The latest loaded filing year is 2023. The filing reports 614 participants and $106,525,741 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Carolina Neurosurgery & Spine Associates Pa
EIN
56-0963485
Plan number
003
Plan type
2
Location
Charlotte, NC
Latest filing year
2023
Participants
614
End-of-year plan assets
$106,525,741

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023614H, C20241015135712NAL0014769107001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$106,525,741
Total liabilities (EOY)
$0
Net assets (EOY)
$106,525,741
Net assets (BOY)
$97,541,904

Income & contributions

Employer contributions
$4,001,514
Participant contributions
$3,099,369
Total contributions
$7,598,273
Total income / additions
$24,279,088

Expenses & distributions

Benefits paid
$15,170,576
Administrative expenses
$117,884
Total expenses
$15,295,251
Net increase / (decrease)
$8,983,837

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Captrust Financial AdvisorsINVESTMENT ADVISOR$77,696not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$40,188$02023

Related Form 5500 pages