Armstrong & Eshleman P.A. — 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, Armstrong & Eshleman P.A. (EIN 56-2006569) is a plan sponsor located in Charlotte, NC 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
56-2006569
Location
Charlotte, NC
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Armstrong & Eshleman P.A.

  • 2 loaded plans hold $5.8M in reported assets.
  • The largest, Charlotte Dentistry 401k Plan, holds 100% of this company's reported plan assets.
  • Plans cover 173 reported participants.
  • 1 of 2 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$5.8MSummed across loaded plans$5,754,577
Total reported assets$5.8M$5,754,577
Total reported participants173
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$5.8M total assets
Net assets$5.8MLiabilities$0
Contributions & income
Employer contributions$0
Participant contributions$283.7K
Total income / additions$1.2M
Expenses & distributions
Benefits paid / distributions$178K
Total expenses$203.6K
Net increase / (decrease)$951.8K

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation0 / 2 ()

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.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Charlotte Dentistry 401k Plan
Participants per plan87Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Plan #001 · 115 participants · 2023
  2. 2
    Plan #501 · 58 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Armstrong & Eshleman P.A.. Open one for its full reported snapshot.

  1. 2023
    Charlotte Dentistry 401k Plan115 participants · 2Sch I
    View filing →
  2. 2023
    Armstrong & Eshleman, Pa Health & Welfare Benefit Plan58 participants · 2No schedules
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Armstrong & Eshleman P.A. report on Form 5500?
Armstrong & Eshleman P.A. (EIN 56-2006569) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Armstrong & Eshleman P.A.?
The Employer Identification Number (EIN) reported for Armstrong & Eshleman P.A. is 56-2006569.
What is the latest Form 5500 filing year for Armstrong & Eshleman P.A.?
The latest loaded Form 5500 filing year for Armstrong & Eshleman P.A. is 2023.

Related Form 5500 pages