Carolina Cardiology Associates, P.A. 401(K) Profit Sharing Plan — Form 5500 plan (Carolina Cardiology 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, Carolina Cardiology Associates, P.A. 401(K) Profit Sharing Plan is a benefit plan reported by Carolina Cardiology Associates, P.A. under EIN 57-0989765 and plan number 001. The latest loaded filing year is 2023. The filing reports 100 participants and $8,997,521 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Carolina Cardiology Associates, P.A.
- EIN
- 57-0989765
- Plan number
- 001
- Plan type
- 2
- Location
- Rock Hill, SC
- Latest filing year
- 2023
- Participants
- 100
- End-of-year plan assets
- $8,997,521
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 100 | I | 20241223194124NAL0005085955001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $8,997,521
- Total liabilities (EOY)
- $121,696
- Net assets (EOY)
- $8,875,825
- Net assets (BOY)
- $7,397,487
Income & contributions
- Employer contributions
- $432,893
- Participant contributions
- $327,277
- Total income / additions
- $2,267,053
Expenses & distributions
- Benefits paid
- $788,715
- Administrative expenses
- $0
- Total expenses
- $788,715
- Net increase / (decrease)
- $1,478,338
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.