Metrolina Nephrology Associates, P.A. 401(K) Plan — Form 5500 plan (Metrolina Nephrology Associates, 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, Metrolina Nephrology Associates, P.A. 401(K) Plan is a benefit plan reported by Metrolina Nephrology Associates, P.A. under EIN 56-1378901 and plan number 001. The latest loaded filing year is 2023. The filing reports 231 participants and $56,061,976 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Metrolina Nephrology Associates, P.A.
- EIN
- 56-1378901
- Plan number
- 001
- Plan type
- 2
- Location
- Charlotte, NC
- Latest filing year
- 2023
- Participants
- 231
- End-of-year plan assets
- $56,061,976
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 231 | H, C | 20240911071522NAL0008177809001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $56,061,976
- Net assets (EOY)
- $56,061,976
- Net assets (BOY)
- $50,259,955
Income & contributions
- Employer contributions
- $1,482,425
- Participant contributions
- $1,791,948
- Total contributions
- $3,355,304
- Total income / additions
- $10,975,278
Expenses & distributions
- Benefits paid
- $5,000,095
- Administrative expenses
- $173,162
- Total expenses
- $5,173,257
- Net increase / (decrease)
- $5,802,021
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Capfinancial Partners LLC | NONE | $117,083 | not reported in the loaded dataset | 2023 |
| Schwab Retirement Plan Services Inc | NONE | $41,122 | not reported in the loaded dataset | 2023 |
| Hightower Advisors LLC | NONE | $9,756 | not reported in the loaded dataset | 2023 |
| Beacon Pointe Advisors LLC | NONE | $5,202 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $2,574 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Metrolina Nephrology Associates, P.A.
- 2023 Form 5500 filing
- Form 5500 filings in NC
- 401(k) and benefit plan filings in Charlotte, NC
- Capfinancial Partners LLC — Schedule C compensation
- Schwab Retirement Plan Services Inc — Schedule C compensation
- Hightower Advisors LLC — Schedule C compensation
- Beacon Pointe Advisors LLC — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation