2023 Form 5500 filing — Coastal Carolina Health Care, P.A. Ees' 401(K) Savings & 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 20250621161243NAL0002860963001) for Coastal Carolina Health Care, P.A. Ees' 401(K) Savings & Profit Sharing Plan, reported by Coastal Carolina Health Care, P.A. under EIN 56-2054060 and plan number 001. It reports 541 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)$63MReported net assets$62,972,877
Participants541
Provider compensation$130.4K4 Schedule C row(s)$130,407
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250621161243NAL0002860963001
- Plan sponsor
- Coastal Carolina Health Care, P.A.
- EIN
- 56-2054060
- Plan number
- 001
- Location
- New Bern, NC
- Received date
- not reported in the loaded dataset
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)$63M total assets
Net assets$63MLiabilities—
Full reported line items
- Total assets (EOY)
- $62,972,877
- Net assets (EOY)
- $62,972,877
- Employer contributions
- $2,948,144
- Participant contributions
- $2,222,449
- Total income / additions
- $13,191,886
- Benefits paid
- $5,047,930
- Administrative expenses
- $135,008
- Total expenses
- $5,183,989
- Net increase / (decrease)
- $8,007,897
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Schwab Retirement Plan Services Inc | NONE | $111,456 | not reported in the loaded dataset |
| Whitener Capital Management Inc | NONE | $11,761 | not reported in the loaded dataset |
| Bluesky Wealth Advisors LLC | NONE | $6,800 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $390 | $0 |