Coastal Carolina Health Care, P.A. Ees' 401(K) Savings & Profit Sharing Plan — Form 5500 plan (Coastal Carolina Health Care, 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, Coastal Carolina Health Care, P.A. Ees' 401(K) Savings & Profit Sharing Plan is a benefit plan reported by Coastal Carolina Health Care, P.A. under EIN 56-2054060 and plan number 001. The latest loaded filing year is 2023. The filing reports 541 participants and $62,972,877 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Coastal Carolina Health Care, P.A.
- EIN
- 56-2054060
- Plan number
- 001
- Plan type
- 2
- Location
- New Bern, NC
- Latest filing year
- 2023
- Participants
- 541
- End-of-year plan assets
- $62,972,877
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 541 | H, C | 20250621161243NAL0002860963001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $62,972,877
- Net assets (EOY)
- $62,972,877
- Net assets (BOY)
- $54,964,980
Income & contributions
- Employer contributions
- $2,948,144
- Participant contributions
- $2,222,449
- Total contributions
- $5,273,964
- Total income / additions
- $13,191,886
Expenses & distributions
- Benefits paid
- $5,047,930
- Administrative expenses
- $135,008
- Total expenses
- $5,183,989
- Net increase / (decrease)
- $8,007,897
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Schwab Retirement Plan Services Inc | NONE | $111,456 | not reported in the loaded dataset | 2023 |
| Whitener Capital Management Inc | NONE | $11,761 | not reported in the loaded dataset | 2023 |
| Bluesky Wealth Advisors LLC | NONE | $6,800 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $390 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Coastal Carolina Health Care, P.A.
- 2023 Form 5500 filing
- Form 5500 filings in NC
- 401(k) and benefit plan filings in New Bern, NC
- Schwab Retirement Plan Services Inc — Schedule C compensation
- Whitener Capital Management Inc — Schedule C compensation
- Bluesky Wealth Advisors LLC — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation