Wake Internal Medicine Consultants Inc. 401k — Form 5500 plan (Wake Internal Medicine Consultants, 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, Wake Internal Medicine Consultants Inc. 401k is a benefit plan reported by Wake Internal Medicine Consultants, Inc. under EIN 56-1231430 and plan number 002. The latest loaded filing year is 2023. The filing reports 178 participants and $38,239,826 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Wake Internal Medicine Consultants, Inc.
EIN
56-1231430
Plan number
002
Plan type
2
Location
Raleigh, NC
Latest filing year
2023
Participants
178
End-of-year plan assets
$38,239,826

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023178H, C20250115100212NAL0021576113001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$38,239,826
Total liabilities (EOY)
$0
Net assets (EOY)
$38,239,826
Net assets (BOY)
$33,628,871

Income & contributions

Employer contributions
$1,341,959
Participant contributions
$909,376
Total contributions
$2,251,335
Total income / additions
$7,855,224

Expenses & distributions

Benefits paid
$3,168,819
Administrative expenses
$75,450
Total expenses
$3,244,269
Net increase / (decrease)
$4,610,955

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ascensus LLCNONE$47,296$02023
Curi Wealth Management LLCNONE$28,128not reported in the loaded dataset2023
Td Ameritrade, Inc.NONE$25not reported in the loaded dataset2023

Related Form 5500 pages