Carteret Children'S Clinic Retirement Plan — Form 5500 plan (Carteret Children'S 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, Carteret Children'S Clinic Retirement Plan is a benefit plan reported by Carteret Children'S Clinic, P.A. under EIN 56-1325977 and plan number 001. The latest loaded filing year is 2023. The filing reports 32 participants and $3,219,407 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Carteret Children'S Clinic, P.A.
- EIN
- 56-1325977
- Plan number
- 001
- Plan type
- 2
- Location
- Morehead City, NC
- Latest filing year
- 2023
- Participants
- 32
- End-of-year plan assets
- $3,219,407
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 32 | I | 20240716102340NAL0001665107001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $3,219,407
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,219,407
- Net assets (BOY)
- $2,599,237
Income & contributions
- Employer contributions
- $108,603
- Participant contributions
- $157,099
- Total income / additions
- $682,286
Expenses & distributions
- Benefits paid
- $56,615
- Administrative expenses
- $5,501
- Total expenses
- $62,116
- Net increase / (decrease)
- $620,170
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.