2023 Form 5500 filing — Eastern Radiologists, Inc. Profit Sharing Plan And Trust
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 20240927160531NAL0002357585001) for Eastern Radiologists, Inc. Profit Sharing Plan And Trust, reported by Eastern Radiologists, Inc. under EIN 56-0994806 and plan number 003. It reports 262 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240927160531NAL0002357585001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Eastern Radiologists, Inc.
- EIN
- 56-0994806
- Plan number
- 003
- Location
- Greenville, NC
- Participants
- 262
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $113,388,938
- Net assets (EOY)
- $113,388,938
- Employer contributions
- $3,381,993
- Participant contributions
- $2,253,388
- Total income / additions
- $23,807,088
- Benefits paid
- $4,286,238
- Administrative expenses
- $119,046
- Total expenses
- $4,405,284
- Net increase / (decrease)
- $19,401,804
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cascades Capital LLC | NONE | $36,956 | not reported in the loaded dataset |
| Cap Financial Partners LLC | NONE | $36,000 | not reported in the loaded dataset |
| Forvis, Llp | NONE | $13,860 | not reported in the loaded dataset |
| Truist Bank | NONE | $12,000 | not reported in the loaded dataset |
| Schwab Retirement Plan Services,Inc | NONE | $11,945 | not reported in the loaded dataset |
| Phillips Financial Management | NONE | $7,451 | not reported in the loaded dataset |
| Charles Schwab & Co.,Inc | NONE | $200 | $0 |