Southeastern Spine Institute 401(K) Profit Sharing Plan — Form 5500 plan (Southeastern Spine Institute)
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, Southeastern Spine Institute 401(K) Profit Sharing Plan is a benefit plan reported by Southeastern Spine Institute under EIN 32-0058385 and plan number 001. The latest loaded filing year is 2023. The filing reports 131 participants and $8,034,495 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Southeastern Spine Institute
- EIN
- 32-0058385
- Plan number
- 001
- Plan type
- 2
- Location
- Mt. Pleasant, SC
- Latest filing year
- 2023
- Participants
- 131
- End-of-year plan assets
- $8,034,495
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 131 | H, C | 20241010110059NAL0011397155001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,034,495
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,034,495
- Net assets (BOY)
- $6,968,608
Income & contributions
- Employer contributions
- $262,021
- Participant contributions
- $416,089
- Total contributions
- $678,110
- Total income / additions
- $1,788,116
Expenses & distributions
- Benefits paid
- $683,462
- Administrative expenses
- $38,767
- Total expenses
- $722,229
- Net increase / (decrease)
- $1,065,887
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Equitable Advisors LLC | ADVISOR | $17,410 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $15,357 | $0 | 2023 |
| Davis & Company | ACCOUNTANT/AUDITOR | $6,000 | not reported in the loaded dataset | 2023 |