2023 Form 5500 filing — Southeastern Spine Institute 401(K) 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 20241010110059NAL0011397155001) for Southeastern Spine Institute 401(K) Profit Sharing Plan, reported by Southeastern Spine Institute under EIN 32-0058385 and plan number 001. It reports 131 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010110059NAL0011397155001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Southeastern Spine Institute
- EIN
- 32-0058385
- Plan number
- 001
- Location
- Mt. Pleasant, SC
- Participants
- 131
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,034,495
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,034,495
- Employer contributions
- $262,021
- Participant contributions
- $416,089
- Total income / additions
- $1,788,116
- Benefits paid
- $683,462
- Administrative expenses
- $38,767
- Total expenses
- $722,229
- Net increase / (decrease)
- $1,065,887
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Equitable Advisors LLC | ADVISOR | $17,410 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $15,357 | $0 |
| Davis & Company | ACCOUNTANT/AUDITOR | $6,000 | not reported in the loaded dataset |