2023 Form 5500 filing — Pinehurst Surgical Clinic, P. A. Retirement And Savings 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 20241001112715NAL0003220611001) for Pinehurst Surgical Clinic, P. A. Retirement And Savings Plan, reported by Pinehurst Surgical Clinic, P.A. under EIN 56-0942061 and plan number 001. It reports 642 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241001112715NAL0003220611001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pinehurst Surgical Clinic, P.A.
- EIN
- 56-0942061
- Plan number
- 001
- Location
- Pinehurst, NC
- Participants
- 642
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $87,975,357
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $87,975,357
- Employer contributions
- $3,295,998
- Participant contributions
- $2,661,161
- Total income / additions
- $18,679,495
- Benefits paid
- $2,024,648
- Administrative expenses
- $121,324
- Total expenses
- $2,147,058
- Net increase / (decrease)
- $16,532,437
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $102,353 | $0 |
| Vanguard Advisers Inc. | NONE | $21,619 | not reported in the loaded dataset |