Plan5500

Cullman Primary Care, P.C. 401(K) Profit Sharing Plan — Form 5500 plan (Cullman Primary Care, P.C.)

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, Cullman Primary Care, P.C. 401(K) Profit Sharing Plan is a benefit plan reported by Cullman Primary Care, P.C. under EIN 63-1165851 and plan number 001. The latest loaded filing year is 2023. The filing reports 210 participants and $14,223,181 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Cullman Primary Care, P.C.
EIN
63-1165851
Plan number
001
Plan type
2
Location
Cullman, AL
Latest filing year
2023
Participants
210
End-of-year plan assets
$14,223,181

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023210H, C20241015091513NAL0016041123001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$14,223,181
Total liabilities (EOY)
$0
Net assets (EOY)
$14,223,181
Net assets (BOY)
$19,937,903

Income & contributions

Employer contributions
$253,846
Participant contributions
$410,013
Total contributions
$741,100
Total income / additions
$3,521,274

Expenses & distributions

Benefits paid
$9,142,125
Administrative expenses
$93,871
Total expenses
$9,235,996
Net increase / (decrease)
-$5,714,722

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Waverly Advisors, LLCNONE$93,871$02023

Related Form 5500 pages