Pinehurst Medical Clinic, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Pinehurst Medical Clinic, Inc.)
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, Pinehurst Medical Clinic, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Pinehurst Medical Clinic, Inc. under EIN 56-0942980 and plan number 001. The latest loaded filing year is 2023. The filing reports 969 participants and $131,198,887 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pinehurst Medical Clinic, Inc.
- EIN
- 56-0942980
- Plan number
- 001
- Plan type
- 2
- Location
- Pinehurst, NC
- Latest filing year
- 2023
- Participants
- 969
- End-of-year plan assets
- $131,198,887
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 969 | H, C | 20241014082543NAL0013006563001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $131,198,887
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $131,198,887
- Net assets (BOY)
- $107,464,297
Income & contributions
- Employer contributions
- $5,265,012
- Participant contributions
- $3,847,342
- Total contributions
- $9,711,754
- Total income / additions
- $26,997,524
Expenses & distributions
- Benefits paid
- $3,072,206
- Administrative expenses
- $190,728
- Total expenses
- $3,262,934
- Net increase / (decrease)
- $23,734,590
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Millstone Advisory Partners | INVESTMENT BROKER | $66,929 | not reported in the loaded dataset | 2023 |
| First Citizens Bank & Trust | INVESTMENT BROKER | $47,000 | not reported in the loaded dataset | 2023 |
| George Oschmann | INVESTMENT BROKER | $26,073 | not reported in the loaded dataset | 2023 |
| The Vanguard Group, Inc | RECORDKEEPER | $15,490 | not reported in the loaded dataset | 2023 |
| Stephen Lindon Thomas | INVESTMENT BROKER | $14,913 | not reported in the loaded dataset | 2023 |
| Peter Sargent | INVESTMENT BROKER | $12,946 | not reported in the loaded dataset | 2023 |
| Qrps, Inc | TPA | $11,000 | not reported in the loaded dataset | 2023 |
| Hs Dreher Capital Mgmt | INVESTMENT BROKER | $7,480 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Pinehurst Medical Clinic, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NC
- 401(k) and benefit plan filings in Pinehurst, NC
- Millstone Advisory Partners — Schedule C compensation
- First Citizens Bank & Trust — Schedule C compensation
- George Oschmann — Schedule C compensation
- The Vanguard Group, Inc — Schedule C compensation
- Stephen Lindon Thomas — Schedule C compensation
- Peter Sargent — Schedule C compensation
- Qrps, Inc — Schedule C compensation
- Hs Dreher Capital Mgmt — Schedule C compensation