Wake Emergency Physicians, P.A. 401(K) Profit Sharing Plan — Form 5500 plan (Wake Emergency Physicians, 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, Wake Emergency Physicians, P.A. 401(K) Profit Sharing Plan is a benefit plan reported by Wake Emergency Physicians, P.A. under EIN 56-1763695 and plan number 001. The latest loaded filing year is 2023. The filing reports 282 participants and $138,718,612 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Wake Emergency Physicians, P.A.
EIN
56-1763695
Plan number
001
Plan type
2
Location
Cary, NC
Latest filing year
2023
Participants
282
End-of-year plan assets
$138,718,612

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023282H, C20241007124308NAL0007575827001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$138,718,612
Total liabilities (EOY)
$0
Net assets (EOY)
$138,718,612
Net assets (BOY)
$112,822,694

Income & contributions

Employer contributions
$5,495,832
Participant contributions
$4,104,250
Total contributions
$10,051,851
Total income / additions
$31,524,530

Expenses & distributions

Benefits paid
$5,634,058
Administrative expenses
-$5,446
Total expenses
$5,628,612
Net increase / (decrease)
$25,895,918

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$42,649$02023

Related Form 5500 pages