Carolinas Pathology Group, P.A. Profit Sharing Plan — Form 5500 plan (Carolinas Pathology Group, 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, Carolinas Pathology Group, P.A. Profit Sharing Plan is a benefit plan reported by Carolinas Pathology Group, P.A. under EIN 56-0986500 and plan number 001. The latest loaded filing year is 2023. The filing reports 140 participants and $43,331,086 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Carolinas Pathology Group, P.A.
- EIN
- 56-0986500
- Plan number
- 001
- Plan type
- 2
- Location
- Charlotte, NC
- Latest filing year
- 2023
- Participants
- 140
- End-of-year plan assets
- $43,331,086
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 140 | H, C | 20240904080823NAL0009651891001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $43,331,086
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $43,331,086
- Net assets (BOY)
- $38,534,535
Income & contributions
- Employer contributions
- $1,615,597
- Participant contributions
- $1,053,425
- Total contributions
- $2,699,340
- Total income / additions
- $8,262,522
Expenses & distributions
- Benefits paid
- $3,278,942
- Administrative expenses
- $187,029
- Total expenses
- $3,465,971
- Net increase / (decrease)
- $4,796,551
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Charles Schwab | NONE | $58,080 | not reported in the loaded dataset | 2023 |
| Oneamerica Retirement Services | RECORDKEEPER | $40,493 | $0 | 2023 |
| Merrill Lynch | NONE | $19,872 | not reported in the loaded dataset | 2023 |
| Wells Fargo Advisors | NONE | $18,882 | not reported in the loaded dataset | 2023 |
| Harbor Capital Management Inc. | NONE | $18,165 | not reported in the loaded dataset | 2023 |
| Providence Capital Advisors | NONE | $10,635 | not reported in the loaded dataset | 2023 |
| Morgan Stanley | NONE | $9,514 | not reported in the loaded dataset | 2023 |
| Rbc Wealth Management | NONE | $5,916 | not reported in the loaded dataset | 2023 |
| Matrix Trust Company | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Carolinas Pathology Group, P.A.
- 2023 Form 5500 filing
- Form 5500 filings in NC
- 401(k) and benefit plan filings in Charlotte, NC
- Charles Schwab — Schedule C compensation
- Oneamerica Retirement Services — Schedule C compensation
- Merrill Lynch — Schedule C compensation
- Wells Fargo Advisors — Schedule C compensation
- Harbor Capital Management Inc. — Schedule C compensation
- Providence Capital Advisors — Schedule C compensation
- Morgan Stanley — Schedule C compensation
- Rbc Wealth Management — Schedule C compensation
- Matrix Trust Company — Schedule C compensation