2023 Form 5500 filing — Boice-Willis Clinic, P.A. 401(K) And 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 20250207120610NAL0025267442001) for Boice-Willis Clinic, P.A. 401(K) And Profit Sharing Plan, reported by Boice-Willis Clinic, P.A. under EIN 56-1025986 and plan number 003. It reports 388 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250207120610NAL0025267442001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Boice-Willis Clinic, P.A.
- EIN
- 56-1025986
- Plan number
- 003
- Location
- Rocky Mount, NC
- Participants
- 388
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $84,632,838
- Net assets (EOY)
- $84,632,838
- Employer contributions
- $2,261,601
- Participant contributions
- $1,330,496
- Total income / additions
- $17,138,699
- Benefits paid
- $11,017,643
- Administrative expenses
- $142,558
- Total expenses
- $11,171,767
- Net increase / (decrease)
- $5,966,932
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Curi Wealth Management LLC | NONE | $40,960 | not reported in the loaded dataset |
| Modera Wealth Management LLC | NONE | $33,293 | not reported in the loaded dataset |
| Whitener Capital Management In | NONE | $31,581 | not reported in the loaded dataset |
| Parsec Financial Management | NONE | $27,515 | not reported in the loaded dataset |
| Schwab Retirement Plan Services,Inc | NONE | $5,673 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $1,320 | $0 |
| Charles Schwab Trust Bank | NONE | $0 | $0 |