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, Cape Fear Orthopaedic Clinic, P.A. 401(K) Plan is a benefit plan reported by Cape Fear Orthopaedic Clinic, P.A. under EIN 56-1047051 and plan number 001. The latest loaded filing year is 2023. The filing reports 140 participants and $7,656,504 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,656,504
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,656,504
- Net assets (BOY)
- $9,910,989
Income & contributions
- Employer contributions
- $119,049
- Participant contributions
- $152,166
- Total contributions
- $283,145
- Total income / additions
- $1,279,543
Expenses & distributions
- Benefits paid
- $3,498,549
- Administrative expenses
- $35,479
- Total expenses
- $3,534,028
- Net increase / (decrease)
- -$2,254,485