The Private Diagnostic Clinic, Pllc Profit Sharing Plan — Form 5500 plan (Private Diagnostic Clinic Pllc)
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, The Private Diagnostic Clinic, Pllc Profit Sharing Plan is a benefit plan reported by Private Diagnostic Clinic Pllc under EIN 56-1029437 and plan number 001. The latest loaded filing year is 2023. The filing reports 4,576 participants and $1,589,004,714 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Private Diagnostic Clinic Pllc
- EIN
- 56-1029437
- Plan number
- 001
- Plan type
- 2
- Location
- Durham, NC
- Latest filing year
- 2023
- Participants
- 4,576
- End-of-year plan assets
- $1,589,004,714
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,576 | H, C | 20241008094002NAL0016405073001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,589,004,714
- Total liabilities (EOY)
- $131
- Net assets (EOY)
- $1,589,004,583
- Net assets (BOY)
- $1,374,842,987
Income & contributions
- Employer contributions
- $64,301,505
- Participant contributions
- $10,209,411
- Total contributions
- $75,711,114
- Total income / additions
- $337,090,832
Expenses & distributions
- Benefits paid
- $122,449,347
- Administrative expenses
- $268,685
- Total expenses
- $122,929,236
- Net increase / (decrease)
- $214,161,596
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $132,889 | not reported in the loaded dataset | 2023 |
| Capfinancial Partners, LLC | INVESTMENT ADVISOR | $67,500 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $62,628 | $0 | 2023 |
| Pbmares, Llp | CONSULTANT | $8,500 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Private Diagnostic Clinic Pllc
- 2023 Form 5500 filing
- Form 5500 filings in NC
- 401(k) and benefit plan filings in Durham, NC
- Strategic Advisors, Inc. — Schedule C compensation
- Capfinancial Partners, LLC — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation
- Pbmares, Llp — Schedule C compensation