Carolina Asthma & Allergy Center, Pa 401(K) Plan — Form 5500 plan (Carolina Asthma & Allergy Center, 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, Carolina Asthma & Allergy Center, Pa 401(K) Plan is a benefit plan reported by Carolina Asthma & Allergy Center, Pa under EIN 56-1227652 and plan number 002. The latest loaded filing year is 2023. The filing reports 264 participants and $28,493,490 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Carolina Asthma & Allergy Center, Pa
- EIN
- 56-1227652
- Plan number
- 002
- Plan type
- 2
- Location
- Charlotte, NC
- Latest filing year
- 2023
- Participants
- 264
- End-of-year plan assets
- $28,493,490
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 264 | H, C | 20240806063451NAL0001178963001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $28,493,490
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $28,493,490
- Net assets (BOY)
- $23,204,558
Income & contributions
- Employer contributions
- $1,003,677
- Participant contributions
- $714,786
- Total contributions
- $1,718,463
- Total income / additions
- $5,980,505
Expenses & distributions
- Benefits paid
- $652,000
- Administrative expenses
- $39,573
- Total expenses
- $691,573
- Net increase / (decrease)
- $5,288,932
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Kestra Advisory Services | INVESTMENT ADVISORY | $25,000 | not reported in the loaded dataset | 2023 |
| The Vanguard Group | RECORDKEEPER | $17,513 | not reported in the loaded dataset | 2023 |
| Qrps, Inc. | RECORDKEEPER | $3,350 | not reported in the loaded dataset | 2023 |
| Ascensus | RECORDKEEPER | $0 | $171 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Carolina Asthma & Allergy Center, Pa
- 2023 Form 5500 filing
- Form 5500 filings in NC
- 401(k) and benefit plan filings in Charlotte, NC
- Kestra Advisory Services — Schedule C compensation
- The Vanguard Group — Schedule C compensation
- Qrps, Inc. — Schedule C compensation
- Ascensus — Schedule C compensation