How many benefit plans does Shoals Primary Care, LLC report on Form 5500?

Shoals Primary Care, LLC (EIN 27-0952681) reports 1 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Shoals Primary Care, LLC?

The Employer Identification Number (EIN) reported for Shoals Primary Care, LLC is 27-0952681.

What is the latest Form 5500 filing year for Shoals Primary Care, LLC?

The latest loaded Form 5500 filing year for Shoals Primary Care, LLC is 2023.

Shoals Primary Care, LLC — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Shoals Primary Care, LLC (EIN 27-0952681) is a plan sponsor located in Sheffield, AL with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 27-0952681
Location: Sheffield, AL
Loaded plans: 1
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $946,697
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $1,369,825

Contributions & income

Participant contributions: $158,935
Total income / additions: $330,409

Expenses & distributions

Benefits paid / distributions: $24,855
Total expenses: $77,057
Net increase / (decrease): $253,352

Coverage

Total reported participants: 149
Plans with financial statements: 1
Plans with provider compensation: 1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Shoals Primary Care, LLC plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Shoals Primary Care Retirement Plan	001	149	$946,697	2023

Search all 1 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Shoals Primary Care, LLC
Year	Plan	Participants	Schedules	Filing
2023	Shoals Primary Care Retirement Plan	131	H, C	20240816114439NAL0024517824001
2023	Shoals Primary Care Retirement Plan	118	H, C	20240816114657NAL0024548720001
2023	Shoals Primary Care Retirement Plan	149	H, C	20241014161616NAL0026687489001