2023 Form 5500 filing — Cape Fear Orthopaedic Clinic, P.A. 401(K) 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 20250226085016NAL0000847249001) for Cape Fear Orthopaedic Clinic, P.A. 401(K) Plan, reported by Cape Fear Orthopaedic Clinic, P.A. under EIN 56-1047051 and plan number 001. It reports 140 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250226085016NAL0000847249001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Cape Fear Orthopaedic Clinic, P.A.
- EIN
- 56-1047051
- Plan number
- 001
- Location
- Fayetteville, NC
- Participants
- 140
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,656,504
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,656,504
- Employer contributions
- $119,049
- Participant contributions
- $152,166
- Total income / additions
- $1,279,543
- Benefits paid
- $3,498,549
- Administrative expenses
- $35,479
- Total expenses
- $3,534,028
- Net increase / (decrease)
- -$2,254,485
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Voya Retirement Insurance & Annuity | SERVICE PROVIDER | $2,623 | $0 |