2023 Form 5500 filing — Carolina Inpatient Medical Specialists, Pllc 401(K) Profit Sharing Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240706160123NAL0016201360001) for Carolina Inpatient Medical Specialists, Pllc 401(K) Profit Sharing Plan, reported by Carolina Inpatient Medical Specialists, Pllc under EIN 38-3531059 and plan number 001. It reports 2 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$6.3MReported net assets$6,332,108
Participants2
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240706160123NAL0016201360001
Plan sponsor
Carolina Inpatient Medical Specialists, Pllc
EIN
38-3531059
Plan number
001
Location
Hickory, NC
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$6.3M total assets
Net assets$6.3MLiabilities$0
Money in vs. money out
Total income / additions$1.2M
Total expenses$125
Benefits paid / distributions$0
Contributions
Employer$66K
Participant$0
Full reported line items
Total assets (EOY)
$6,332,108
Total liabilities (EOY)
$0
Net assets (EOY)
$6,332,108
Employer contributions
$66,000
Participant contributions
$0
Total income / additions
$1,222,188
Benefits paid
$0
Administrative expenses
$125
Total expenses
$125
Net increase / (decrease)
$1,222,063

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240706160123NAL0016201360001 cover?
It is the 2023 Form 5500 filing for Carolina Inpatient Medical Specialists, Pllc 401(K) Profit Sharing Plan, reported by Carolina Inpatient Medical Specialists, Pllc (EIN 38-3531059).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages