Carolinas Center For Surgery 401(K) Plan — Form 5500 plan (Carteret Surgical Associates, P.A. Dba Carolinas Center For Surgery)

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 Center For Surgery 401(K) Plan is a benefit plan reported by Carteret Surgical Associates, P.A. Dba Carolinas Center For Surgery under EIN 56-1120277 and plan number 001. The latest loaded filing year is 2023. The filing reports 170 participants and $20,310,830 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Carteret Surgical Associates, P.A. Dba Carolinas Center For Surgery
EIN
56-1120277
Plan number
001
Plan type
2
Location
Morehead City, NC
Latest filing year
2023
Participants
170
End-of-year plan assets
$20,310,830

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023170H, C20240912091421NAL0004298147001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$20,310,830
Total liabilities (EOY)
$0
Net assets (EOY)
$20,310,830
Net assets (BOY)
$16,729,423

Income & contributions

Employer contributions
$680,931
Participant contributions
$550,841
Total contributions
$1,273,649
Total income / additions
$3,965,285

Expenses & distributions

Benefits paid
$371,873
Administrative expenses
$12,005
Total expenses
$383,878
Net increase / (decrease)
$3,581,407

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Cherry Bekaert LlpAUDITOR$10,577not reported in the loaded dataset2023
Empower Annuity Insurance Company ORECORDKEEPER$1,428$02023

Related Form 5500 pages