2023 Form 5500 filing — The Private Diagnostic Clinic, Pllc 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 20241008094002NAL0016405073001) for The Private Diagnostic Clinic, Pllc Profit Sharing Plan, reported by Private Diagnostic Clinic Pllc under EIN 56-1029437 and plan number 001. It reports 4,576 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008094002NAL0016405073001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Private Diagnostic Clinic Pllc
- EIN
- 56-1029437
- Plan number
- 001
- Location
- Durham, NC
- Participants
- 4,576
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,589,004,714
- Total liabilities (EOY)
- $131
- Net assets (EOY)
- $1,589,004,583
- Employer contributions
- $64,301,505
- Participant contributions
- $10,209,411
- Total income / additions
- $337,090,832
- Benefits paid
- $122,449,347
- Administrative expenses
- $268,685
- Total expenses
- $122,929,236
- Net increase / (decrease)
- $214,161,596
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $132,889 | not reported in the loaded dataset |
| Capfinancial Partners, LLC | INVESTMENT ADVISOR | $67,500 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $62,628 | $0 |
| Pbmares, Llp | CONSULTANT | $8,500 | not reported in the loaded dataset |