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 Orthopeadic & Neurosurgical Associates, P.A. 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Carolina Orthopaedic And Neurosurgical Associates, P.A. under EIN 57-0510670 and plan number 002. The latest loaded filing year is 2023. The filing reports 314 participants and $17,257,420 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $17,257,420
- Total liabilities (EOY)
- $13,350
- Net assets (EOY)
- $17,244,070
- Net assets (BOY)
- $14,581,643
Income & contributions
- Employer contributions
- $1,154,416
- Participant contributions
- $809,367
- Total contributions
- $2,041,822
- Total income / additions
- $4,450,224
Expenses & distributions
- Benefits paid
- $1,731,788
- Administrative expenses
- $48,396
- Total expenses
- $1,787,797
- Net increase / (decrease)
- $2,662,427