Southern Crescent Women'S Healthcare, P.C. 401(K) Plan — Form 5500 plan (Southern Crescent Womens Healthcare, P. C.)

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, Southern Crescent Women'S Healthcare, P.C. 401(K) Plan is a benefit plan reported by Southern Crescent Womens Healthcare, P. C. under EIN 58-2345264 and plan number 001. The latest loaded filing year is 2023. The filing reports 124 participants and $5,394,959 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$5.4MPlan net assets, end of year$5,394,959
Participants124Covered participants reported
Assets / participant$43.5KComputed: assets ÷ participants$43,508 (computed)
Provider compensation$41K7 Schedule C provider row(s)$41,049
Plan sponsor
Southern Crescent Womens Healthcare, P. C.
EIN
58-2345264
Plan number
001
Plan type
2
Location
Fayetteville, GA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023124H, C20241008134704NAL0009747491001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$5.4M total assets
Net assets$5.4MLiabilities$0
Money in vs. money out
Total income / additions$1.4M
Total expenses$772.8K
Benefits paid / distributions$731.9K
Contributions
Employer$325K
Participant$411.4K
Full reported line items

Net assets

Total assets (EOY)
$5,394,959
Total liabilities (EOY)
$0
Net assets (EOY)
$5,394,959
Net assets (BOY)
$4,796,293

Income & contributions

Employer contributions
$324,959
Participant contributions
$411,351
Total contributions
$736,310
Total income / additions
$1,371,468

Expenses & distributions

Benefits paid
$731,902
Administrative expenses
$40,900
Total expenses
$772,802
Net increase / (decrease)
$598,666
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 44%Participant 56%
Total expenses ÷ net assets14%Computed ratio
Benefits paid ÷ total income53%Computed ratio
Provider comp. ÷ net assets1%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Caron & Bletzer PllcAUDITOR$13,900not reported in the loaded dataset2023
Transamerica Financial Life InsRECORDKEEPER$10,793$02023
Bluestar Retirement Plan ServicesRECORDKEEPER$7,221not reported in the loaded dataset2023
Level Four FinancialINVESTMENT ADVISOR$6,607not reported in the loaded dataset2023
Charles Schwab BankCUSTODIAN$1,238not reported in the loaded dataset2023
Cri Tpa Services, LLCRECORDKEEPER$1,140$02023
Futureplan By AscensusRECORDKEEPER$150$02023

Related Form 5500 pages