Delaney Radiologists, P.A. 401(K) Profit-Sharing Plan And Trust — Form 5500 plan (Delaney Radiologists, P.A.)

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, Delaney Radiologists, P.A. 401(K) Profit-Sharing Plan And Trust is a benefit plan reported by Delaney Radiologists, P.A. under EIN 56-1329038 and plan number 001. The latest loaded filing year is 2023. The filing reports 159 participants and $40,193,545 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Delaney Radiologists, P.A.
EIN
56-1329038
Plan number
001
Plan type
2
Location
Wilmington, NC
Latest filing year
2023
Participants
159
End-of-year plan assets
$40,193,545

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023159H, C20240829083133NAL0006317411001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$40,193,545
Total liabilities (EOY)
$0
Net assets (EOY)
$40,193,545
Net assets (BOY)
$37,128,360

Income & contributions

Employer contributions
$1,740,782
Participant contributions
$1,096,275
Total contributions
$2,852,057
Total income / additions
$7,811,815

Expenses & distributions

Benefits paid
$4,583,147
Administrative expenses
$163,483
Total expenses
$4,746,630
Net increase / (decrease)
$3,065,185

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
South Atlantic Capital ManagementADVISOR$42,477not reported in the loaded dataset2023
The Vanguard GroupRECORDKEEPER$10,386not reported in the loaded dataset2023
AscensusRECORDKEEPER$0$272023

Related Form 5500 pages