Arthritis And Osteoporosis Consultants Of The Carolinas 401(K) Plan — Form 5500 plan (Arthritis And Osteoporosis Consultants Of The Carolinas, 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, Arthritis And Osteoporosis Consultants Of The Carolinas 401(K) Plan is a benefit plan reported by Arthritis And Osteoporosis Consultants Of The Carolinas, Pa under EIN 56-2202409 and plan number 001. The latest loaded filing year is 2023. The filing reports 112 participants and $10,283,220 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Arthritis And Osteoporosis Consultants Of The Carolinas, Pa
- EIN
- 56-2202409
- Plan number
- 001
- Plan type
- 2
- Location
- Charlotte, NC
- Latest filing year
- 2023
- Participants
- 112
- End-of-year plan assets
- $10,283,220
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 112 | H, C | 20241011095839NAL0012347171001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,283,220
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,283,220
- Net assets (BOY)
- $8,896,730
Income & contributions
- Employer contributions
- $394,422
- Participant contributions
- $384,360
- Total contributions
- $874,372
- Total income / additions
- $2,340,907
Expenses & distributions
- Benefits paid
- $919,847
- Administrative expenses
- $34,570
- Total expenses
- $954,417
- Net increase / (decrease)
- $1,386,490
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Quantitative Process, LLC | NONE | $22,471 | not reported in the loaded dataset | 2023 |
| The Vanguard Group, Inc. | NONE | $10,479 | not reported in the loaded dataset | 2023 |
| Blue Sky 401(K) Specialists | NONE | $1,080 | not reported in the loaded dataset | 2023 |
| Newport Group | NONE | $390 | not reported in the loaded dataset | 2023 |
| Newport Group | NONE | $150 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Arthritis And Osteoporosis Consultants Of The Carolinas, Pa
- 2023 Form 5500 filing
- Form 5500 filings in NC
- 401(k) and benefit plan filings in Charlotte, NC
- Quantitative Process, LLC — Schedule C compensation
- The Vanguard Group, Inc. — Schedule C compensation
- Blue Sky 401(K) Specialists — Schedule C compensation
- Newport Group — Schedule C compensation