Physicians East Pa Profit Sharing Plan & Trust — Form 5500 plan (Physicians East Pa)
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, Physicians East Pa Profit Sharing Plan & Trust is a benefit plan reported by Physicians East Pa under EIN 56-1968491 and plan number 001. The latest loaded filing year is 2023. The filing reports 779 participants and $106,467,524 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Physicians East Pa
- EIN
- 56-1968491
- Plan number
- 001
- Plan type
- 2
- Location
- Greenville, NC
- Latest filing year
- 2023
- Participants
- 779
- End-of-year plan assets
- $106,467,524
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 779 | H, C | 20241015131507NAL0016466867008 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $106,467,524
- Total liabilities (EOY)
- $199
- Net assets (EOY)
- $106,467,325
- Net assets (BOY)
- $88,548,015
Income & contributions
- Employer contributions
- $3,890,402
- Participant contributions
- $2,492,145
- Total contributions
- $6,560,010
- Total income / additions
- $24,025,496
Expenses & distributions
- Benefits paid
- $6,057,175
- Administrative expenses
- $49,011
- Total expenses
- $6,106,186
- Net increase / (decrease)
- $17,919,310
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cap Financial Partners LLC | INVESTMENT ADVISOR | $72,500 | not reported in the loaded dataset | 2023 |
| Sullivan, Shearin & Company | AUDITOR | $16,000 | not reported in the loaded dataset | 2023 |
| Strategic Advisors Inc | ADVISOR | $11,369 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | -$50,858 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Physicians East Pa
- 2023 Form 5500 filing
- Form 5500 filings in NC
- 401(k) and benefit plan filings in Greenville, NC
- Cap Financial Partners LLC — Schedule C compensation
- Sullivan, Shearin & Company — Schedule C compensation
- Strategic Advisors Inc — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation