2023 Form 5500 filing — Carolina Asthma & Allergy Center, Pa 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 20240806063451NAL0001178963001) for Carolina Asthma & Allergy Center, Pa 401(K) Plan, reported by Carolina Asthma & Allergy Center, Pa under EIN 56-1227652 and plan number 002. It reports 264 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240806063451NAL0001178963001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Carolina Asthma & Allergy Center, Pa
- EIN
- 56-1227652
- Plan number
- 002
- Location
- Charlotte, NC
- Participants
- 264
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $28,493,490
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $28,493,490
- Employer contributions
- $1,003,677
- Participant contributions
- $714,786
- Total income / additions
- $5,980,505
- Benefits paid
- $652,000
- Administrative expenses
- $39,573
- Total expenses
- $691,573
- Net increase / (decrease)
- $5,288,932
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Kestra Advisory Services | INVESTMENT ADVISORY | $25,000 | not reported in the loaded dataset |
| The Vanguard Group | RECORDKEEPER | $17,513 | not reported in the loaded dataset |
| Qrps, Inc. | RECORDKEEPER | $3,350 | not reported in the loaded dataset |
| Ascensus | RECORDKEEPER | $0 | $171 |