Boice-Willis Clinic, P.A. 401(K) And Profit Sharing Plan — Form 5500 plan (Boice-Willis Clinic, 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, Boice-Willis Clinic, P.A. 401(K) And Profit Sharing Plan is a benefit plan reported by Boice-Willis Clinic, P.A. under EIN 56-1025986 and plan number 003. The latest loaded filing year is 2023. The filing reports 388 participants and $84,632,838 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Boice-Willis Clinic, P.A.
- EIN
- 56-1025986
- Plan number
- 003
- Plan type
- 2
- Location
- Rocky Mount, NC
- Latest filing year
- 2023
- Participants
- 388
- End-of-year plan assets
- $84,632,838
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 388 | H, C | 20250207120610NAL0025267442001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $84,632,838
- Net assets (EOY)
- $84,632,838
- Net assets (BOY)
- $78,665,906
Income & contributions
- Employer contributions
- $2,261,601
- Participant contributions
- $1,330,496
- Total contributions
- $3,652,269
- Total income / additions
- $17,138,699
Expenses & distributions
- Benefits paid
- $11,017,643
- Administrative expenses
- $142,558
- Total expenses
- $11,171,767
- Net increase / (decrease)
- $5,966,932
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Curi Wealth Management LLC | NONE | $40,960 | not reported in the loaded dataset | 2023 |
| Modera Wealth Management LLC | NONE | $33,293 | not reported in the loaded dataset | 2023 |
| Whitener Capital Management In | NONE | $31,581 | not reported in the loaded dataset | 2023 |
| Parsec Financial Management | NONE | $27,515 | not reported in the loaded dataset | 2023 |
| Schwab Retirement Plan Services,Inc | NONE | $5,673 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $1,320 | $0 | 2023 |
| Charles Schwab Trust Bank | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Boice-Willis Clinic, P.A.
- 2023 Form 5500 filing
- Form 5500 filings in NC
- 401(k) and benefit plan filings in Rocky Mount, NC
- Curi Wealth Management LLC — Schedule C compensation
- Modera Wealth Management LLC — Schedule C compensation
- Whitener Capital Management In — Schedule C compensation
- Parsec Financial Management — Schedule C compensation
- Schwab Retirement Plan Services,Inc — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation
- Charles Schwab Trust Bank — Schedule C compensation