2023 Form 5500 filing — Carolinas Pathology Group, P.A. 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 20240904080823NAL0009651891001) for Carolinas Pathology Group, P.A. Profit Sharing Plan, reported by Carolinas Pathology Group, P.A. under EIN 56-0986500 and plan number 001. It reports 140 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240904080823NAL0009651891001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Carolinas Pathology Group, P.A.
- EIN
- 56-0986500
- Plan number
- 001
- Location
- Charlotte, NC
- Participants
- 140
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $43,331,086
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $43,331,086
- Employer contributions
- $1,615,597
- Participant contributions
- $1,053,425
- Total income / additions
- $8,262,522
- Benefits paid
- $3,278,942
- Administrative expenses
- $187,029
- Total expenses
- $3,465,971
- Net increase / (decrease)
- $4,796,551
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Charles Schwab | NONE | $58,080 | not reported in the loaded dataset |
| Oneamerica Retirement Services | RECORDKEEPER | $40,493 | $0 |
| Merrill Lynch | NONE | $19,872 | not reported in the loaded dataset |
| Wells Fargo Advisors | NONE | $18,882 | not reported in the loaded dataset |
| Harbor Capital Management Inc. | NONE | $18,165 | not reported in the loaded dataset |
| Providence Capital Advisors | NONE | $10,635 | not reported in the loaded dataset |
| Morgan Stanley | NONE | $9,514 | not reported in the loaded dataset |
| Rbc Wealth Management | NONE | $5,916 | not reported in the loaded dataset |
| Matrix Trust Company | NONE | $0 | $0 |