Shoals Primary Care Retirement Plan — Form 5500 plan (Shoals Primary Care, LLC)
Plain-English plan 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, Shoals Primary Care Retirement Plan is a benefit plan reported by Shoals Primary Care, LLC under EIN 27-0952681 and plan number 001. The latest loaded filing year is 2023. The filing reports 149 participants and $946,697 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Shoals Primary Care, LLC
- EIN
- 27-0952681
- Plan number
- 001
- Plan type
- 2
- Location
- Sheffield, AL
- Latest filing year
- 2023
- Participants
- 149
- End-of-year plan assets
- $946,697
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 149 | H, C | 20241014161616NAL0026687489001 |
| 2023 | 131 | H, C | 20240816114439NAL0024517824001 |
| 2023 | 118 | H, C | 20240816114657NAL0024548720001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,369,825
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,369,825
- Net assets (BOY)
- $1,116,473
Income & contributions
- Participant contributions
- $158,935
- Total contributions
- $158,935
- Total income / additions
- $330,409
Expenses & distributions
- Benefits paid
- $24,855
- Administrative expenses
- $2,703
- Total expenses
- $77,057
- Net increase / (decrease)
- $253,352
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| John Hancock Life Insurance Co Usa | RECORDKEEPER | $962 | $0 | 2023 |
| John Hancock Life Insurance Co | RECORDKEEPER | $146 | $0 | 2023 |
| John Hancock Life Insurance Co | RECORDKEEPER | $76 | $0 | 2023 |