Palmetto Primary Care Physicians, LLC 401(K) — Form 5500 plan (Palmetto Primary Care Physicians, LLC)

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, Palmetto Primary Care Physicians, LLC 401(K) is a benefit plan reported by Palmetto Primary Care Physicians, LLC under EIN 57-1056849 and plan number 001. The latest loaded filing year is 2023. The filing reports 827 participants and $52,596,513 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Palmetto Primary Care Physicians, LLC
EIN
57-1056849
Plan number
001
Plan type
2
Location
North Charleston, SC
Latest filing year
2023
Participants
827
End-of-year plan assets
$52,596,513

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023827H, C20241007103831NAL0015938177001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$52,596,513
Total liabilities (EOY)
$0
Net assets (EOY)
$52,596,513
Net assets (BOY)
$47,037,050

Income & contributions

Employer contributions
$925,133
Participant contributions
$1,769,823
Total contributions
$2,731,124
Total income / additions
$11,051,225

Expenses & distributions

Benefits paid
$5,386,422
Administrative expenses
$105,340
Total expenses
$5,491,762
Net increase / (decrease)
$5,559,463

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Carolina Qualified Retirement PlanNONE$53,165not reported in the loaded dataset2023
The Vanguard Group, Inc.NONE$52,176$02023

Related Form 5500 pages