Eastern Radiologists, Inc. Profit Sharing Plan And Trust — Form 5500 plan (Eastern Radiologists, Inc.)

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, Eastern Radiologists, Inc. Profit Sharing Plan And Trust is a benefit plan reported by Eastern Radiologists, Inc. under EIN 56-0994806 and plan number 003. The latest loaded filing year is 2023. The filing reports 262 participants and $113,388,938 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Eastern Radiologists, Inc.
EIN
56-0994806
Plan number
003
Plan type
2
Location
Greenville, NC
Latest filing year
2023
Participants
262
End-of-year plan assets
$113,388,938

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023262H, C20240927160531NAL0002357585001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$113,388,938
Net assets (EOY)
$113,388,938
Net assets (BOY)
$93,987,134

Income & contributions

Employer contributions
$3,381,993
Participant contributions
$2,253,388
Total contributions
$5,635,381
Total income / additions
$23,807,088

Expenses & distributions

Benefits paid
$4,286,238
Administrative expenses
$119,046
Total expenses
$4,405,284
Net increase / (decrease)
$19,401,804

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Cascades Capital LLCNONE$36,956not reported in the loaded dataset2023
Cap Financial Partners LLCNONE$36,000not reported in the loaded dataset2023
Forvis, LlpNONE$13,860not reported in the loaded dataset2023
Truist BankNONE$12,000not reported in the loaded dataset2023
Schwab Retirement Plan Services,IncNONE$11,945not reported in the loaded dataset2023
Phillips Financial ManagementNONE$7,451not reported in the loaded dataset2023
Charles Schwab & Co.,IncNONE$200$02023

Related Form 5500 pages