2023 Form 5500 filing — Carolina Neurosurgery & Spine Associates, Pa Employees 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 20241015135712NAL0014769107001) for Carolina Neurosurgery & Spine Associates, Pa Employees Savings Plan, reported by Carolina Neurosurgery & Spine Associates Pa under EIN 56-0963485 and plan number 003. It reports 614 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015135712NAL0014769107001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Carolina Neurosurgery & Spine Associates Pa
- EIN
- 56-0963485
- Plan number
- 003
- Location
- Charlotte, NC
- Participants
- 614
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $106,525,741
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $106,525,741
- Employer contributions
- $4,001,514
- Participant contributions
- $3,099,369
- Total income / additions
- $24,279,088
- Benefits paid
- $15,170,576
- Administrative expenses
- $117,884
- Total expenses
- $15,295,251
- Net increase / (decrease)
- $8,983,837
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Captrust Financial Advisors | INVESTMENT ADVISOR | $77,696 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $40,188 | $0 |