2023 Form 5500 filing — 401(K) Profit Sharing Plan Of Charlotte Eye, Ear, Nose & Throat Associates, P. A.

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 20241011075944NAL0010715395001) for 401(K) Profit Sharing Plan Of Charlotte Eye, Ear, Nose & Throat Associates, P. A., reported by Charlotte Eye, Ear, Nose, & Throat Associates, P.A. under EIN 56-1896112 and plan number 001. It reports 901 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)$151.1MReported net assets$151,134,367

Participants901

Provider compensation$138.4K1 Schedule C row(s)$138,370

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241011075944NAL0010715395001
Plan sponsor: Charlotte Eye, Ear, Nose, & Throat Associates, P.A.
EIN: 56-1896112
Plan number: 001
Location: Charlotte, 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)$151.1M total assets

Net assets$151.1MLiabilities$0

Money in vs. money out

Total income / additions$32.9M

Total expenses$21.2M

Benefits paid / distributions$21.1M

Contributions

Employer$4.9M

Participant$4.1M

Full reported line items

Total assets (EOY): $151,134,367
Total liabilities (EOY): $0
Net assets (EOY): $151,134,367
Employer contributions: $4,889,012
Participant contributions: $4,144,038
Total income / additions: $32,876,338
Benefits paid: $21,060,266
Administrative expenses: $135,560
Total expenses: $21,195,826
Net increase / (decrease): $11,680,512

Schedule C

Reported service provider compensation

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

1
The Vanguard Group, Inc.$138.4K
NONE · Direct $138.4K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241011075944NAL0010715395001 cover?: It is the 2023 Form 5500 filing for 401(K) Profit Sharing Plan Of Charlotte Eye, Ear, Nose & Throat Associates, P. A., reported by Charlotte Eye, Ear, Nose, & Throat Associates, P.A. (EIN 56-1896112).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).