Charlotte Gastroenterology & Hepatology, P.L.L.C Profit Sharing Plan — Form 5500 plan (Charlotte Gastroenterology & Hepatology, Pllc)

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, Charlotte Gastroenterology & Hepatology, P.L.L.C Profit Sharing Plan is a benefit plan reported by Charlotte Gastroenterology & Hepatology, Pllc under EIN 56-2059693 and plan number 001. The latest loaded filing year is 2023. The filing reports 251 participants and $32,272,975 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Charlotte Gastroenterology & Hepatology, Pllc
EIN
56-2059693
Plan number
001
Plan type
2
Location
Huntersville, NC
Latest filing year
2023
Participants
251
End-of-year plan assets
$32,272,975

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023251H, C20241029210029NAL0004807537001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$32,272,975
Total liabilities (EOY)
$0
Net assets (EOY)
$32,272,975
Net assets (BOY)
$29,986,364

Income & contributions

Employer contributions
$1,333,859
Participant contributions
$963,586
Total contributions
$2,297,445
Total income / additions
$6,814,675

Expenses & distributions

Benefits paid
$4,390,203
Administrative expenses
$135,985
Total expenses
$4,528,064
Net increase / (decrease)
$2,286,611

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Loren D Stark CompanyCONTRACT ADMIN$11,067not reported in the loaded dataset2023
Capital Group Retirement Plan ServiRECORDKEEPER$1,075$02023

Related Form 5500 pages