2023 Form 5500 filing — Carolina Digestive Health Associates, P.A. Profit Sharing & 401(K) 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 20240718063945NAL0009036624001) for Carolina Digestive Health Associates, P.A. Profit Sharing & 401(K) Plan, reported by Carolina Digestive Health Associates, P.A. under EIN 56-1335864 and plan number 002. It reports 147 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240718063945NAL0009036624001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Carolina Digestive Health Associates, P.A.
- EIN
- 56-1335864
- Plan number
- 002
- Location
- Charlotte, NC
- Participants
- 147
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $30,057,234
- Net assets (EOY)
- $30,057,234
- Employer contributions
- $0
- Participant contributions
- $560,473
- Total income / additions
- $4,879,820
- Benefits paid
- $7,662,550
- Administrative expenses
- $87,534
- Total expenses
- $7,750,084
- Net increase / (decrease)
- -$2,870,264
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch Pierce Fenner & Smith | CONSULTANT | $64,929 | $9,263 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $22,605 | $0 |
| Nova 401k Associates | OTHER SERVICES | $0 | $12,890 |