2023 Form 5500 filing — The Carolinas Center For Medical Excellence 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 20240927145105NAL0001357539001) for The Carolinas Center For Medical Excellence 401(K) Plan, reported by Medical Review Of North Carolina, Inc. under EIN 58-1567854 and plan number 001. It reports 129 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$13.1MReported net assets$13,131,013
Participants129
Provider compensation$24.4K2 Schedule C row(s)$24,415
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240927145105NAL0001357539001
Plan sponsor
Medical Review Of North Carolina, Inc.
EIN
58-1567854
Plan number
001
Location
Raleigh, 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 H · 2023

Reported financial snapshot

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

Reported balance (end of year)$13.1M total assets
Net assets$13.1MLiabilities$0
Money in vs. money out
Total income / additions$2.7M
Total expenses$893.4K
Benefits paid / distributions$867.7K
Contributions
Employer$221.7K
Participant$350.1K
Full reported line items
Total assets (EOY)
$13,131,013
Total liabilities (EOY)
$0
Net assets (EOY)
$13,131,013
Employer contributions
$221,672
Participant contributions
$350,051
Total income / additions
$2,664,823
Benefits paid
$867,702
Administrative expenses
$24,415
Total expenses
$893,443
Net increase / (decrease)
$1,771,380
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    INVESTMENT ADVISOR · Direct $23.9K
  2. 2
    RECORDKEEPER · Direct $550 · Indirect $0

Related Form 5500 pages