Carolina Digestive Health Associates, P.A. Profit Sharing & 401(K) Plan — Form 5500 plan (Carolina Digestive Health Associates, 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, Carolina Digestive Health Associates, P.A. Profit Sharing & 401(K) Plan is a benefit plan reported by Carolina Digestive Health Associates, P.A. under EIN 56-1335864 and plan number 002. The latest loaded filing year is 2023. The filing reports 147 participants and $30,057,234 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Carolina Digestive Health Associates, P.A.
- EIN
- 56-1335864
- Plan number
- 002
- Plan type
- 2
- Location
- Charlotte, NC
- Latest filing year
- 2023
- Participants
- 147
- End-of-year plan assets
- $30,057,234
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 147 | H, C | 20240718063945NAL0009036624001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $30,057,234
- Net assets (EOY)
- $30,057,234
- Net assets (BOY)
- $32,927,498
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $560,473
- Total contributions
- $588,825
- Total income / additions
- $4,879,820
Expenses & distributions
- Benefits paid
- $7,662,550
- Administrative expenses
- $87,534
- Total expenses
- $7,750,084
- Net increase / (decrease)
- -$2,870,264
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Merrill Lynch Pierce Fenner & Smith | CONSULTANT | $64,929 | $9,263 | 2023 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $22,605 | $0 | 2023 |
| Nova 401k Associates | OTHER SERVICES | $0 | $12,890 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Carolina Digestive Health Associates, P.A.
- 2023 Form 5500 filing
- Form 5500 filings in NC
- 401(k) and benefit plan filings in Charlotte, NC
- Merrill Lynch Pierce Fenner & Smith — Schedule C compensation
- Principal Life Insurance Company — Schedule C compensation
- Nova 401k Associates — Schedule C compensation