Rowan Diagnostic Clinic, Pa Profit Sharing 401k Plan — Form 5500 plan (Rowan Diagnostic Clinic, 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, Rowan Diagnostic Clinic, Pa Profit Sharing 401k Plan is a benefit plan reported by Rowan Diagnostic Clinic, Pa under EIN 56-0988429 and plan number 001. The latest loaded filing year is 2023. The filing reports 114 participants and $13,531,599 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Rowan Diagnostic Clinic, Pa
EIN
56-0988429
Plan number
001
Plan type
2
Location
Salisbury, NC
Latest filing year
2023
Participants
114
End-of-year plan assets
$13,531,599

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023114H, C20241010133323NAL0020150337001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$13,531,599
Total liabilities (EOY)
$0
Net assets (EOY)
$13,531,599
Net assets (BOY)
$11,941,667

Income & contributions

Employer contributions
$458,814
Participant contributions
$444,224
Total contributions
$903,038
Total income / additions
$2,659,886

Expenses & distributions

Benefits paid
$1,003,220
Administrative expenses
$66,734
Total expenses
$1,069,954
Net increase / (decrease)
$1,589,932

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Emower Annuity Insurance Company OfRECORDKEEPER$65,550$02023
MmlisBROKER/ADVISER$0$26,7412023
Retirement Plan Solutions IncCONTRACT ADMIN$7,987not reported in the loaded dataset2023
Emower Annuity Insurance Company OfINVESTMENT MGMT$9not reported in the loaded dataset2023

Related Form 5500 pages