401k Plan data: CAROLINA FAMILY HEALTHCARE, P.A. RETIREMENT PLAN & TRUST plan

CAROLINA FAMILY HEALTHCARE, P.A. RETIREMENT PLAN & TRUST 401k Plan overview

Plan Name	CAROLINA FAMILY HEALTHCARE, P.A. RETIREMENT PLAN & TRUST
Plan identification number	002

CAROLINA FAMILY HEALTHCARE, P.A. RETIREMENT PLAN & TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

CAROLINA FAMILY HEALTHCARE, P.A. has sponsored the creation of one or more 401k plans.

Company Name: CAROLINA FAMILY HEALTHCARE, P.A.

Employer identification number (EIN): 562200424

NAIC Classification: 621111
NAIC Description: Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CAROLINA FAMILY HEALTHCARE, P.A. RETIREMENT PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01 DINO P. KANELOS, M.D. 2023-09-21 DINO P. KANELOS 2023-09-21
002 2021-01-01 DINO P. KANELOS, M.D. 2022-09-27 DINO KANELOS 2022-09-27
002 2020-01-01 DINO P. KANELOS, M.D. 2021-09-10
002 2019-01-01 DINO P. KANELOS, M.D. 2020-04-29
002 2018-01-01 DINO P. KANELOS, M.D. 2019-07-11
002 2017-01-01 DINO P. KANELOS, M.D.
002 2016-01-01 DINO P. KANELOS, M.D.
002 2015-01-01 DINO P. KANELOS, M.D.
002 2014-01-01 DINO P. KANELOS, M.D.
002 2013-01-01 DINO P. KANELOS, M.D.
002 2012-01-01 DINO P. KANELOS, M.D.
002 2011-01-01 DINO P. KANELOS, M.D.
002 2010-01-01 DINO P. KANELOS, M.D. DINO P. KANELOS, M.D. 2011-07-06
002 2009-01-01 DINO P. KANELOS, M.D. DINO P. KANELOS, M.D. 2010-10-05

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2022-01-01	DINO P. KANELOS, M.D.	2023-09-21	DINO P. KANELOS	2023-09-21
002	2021-01-01	DINO P. KANELOS, M.D.	2022-09-27	DINO KANELOS	2022-09-27
002	2020-01-01	DINO P. KANELOS, M.D.	2021-09-10
002	2019-01-01	DINO P. KANELOS, M.D.	2020-04-29
002	2018-01-01	DINO P. KANELOS, M.D.	2019-07-11
002	2017-01-01	DINO P. KANELOS, M.D.
002	2016-01-01	DINO P. KANELOS, M.D.
002	2015-01-01	DINO P. KANELOS, M.D.
002	2014-01-01	DINO P. KANELOS, M.D.
002	2013-01-01	DINO P. KANELOS, M.D.
002	2012-01-01	DINO P. KANELOS, M.D.
002	2011-01-01	DINO P. KANELOS, M.D.
002	2010-01-01	DINO P. KANELOS, M.D.		DINO P. KANELOS, M.D.	2011-07-06
002	2009-01-01	DINO P. KANELOS, M.D.		DINO P. KANELOS, M.D.	2010-10-05

Plan Statistics for CAROLINA FAMILY HEALTHCARE, P.A. RETIREMENT PLAN & TRUST

401k plan membership statisitcs for CAROLINA FAMILY HEALTHCARE, P.A. RETIREMENT PLAN & TRUST

Measure Date Value
2017: CAROLINA FAMILY HEALTHCARE, P.A. RETIREMENT PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year 2017-01-01 18
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 7
Number of retired or separated participants receiving benefits 2017-01-01 1
Number of other retired or separated participants entitled to future benefits 2017-01-01 7
Total of all active and inactive participants 2017-01-01 15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 15
Number of participants with account balances 2017-01-01 15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 3
2016: CAROLINA FAMILY HEALTHCARE, P.A. RETIREMENT PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year 2016-01-01 19
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 12
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 6
Total of all active and inactive participants 2016-01-01 18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 18
Number of participants with account balances 2016-01-01 18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 3
2015: CAROLINA FAMILY HEALTHCARE, P.A. RETIREMENT PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 18
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 10
Number of retired or separated participants receiving benefits 2015-01-01 1
Number of other retired or separated participants entitled to future benefits 2015-01-01 5
Total of all active and inactive participants 2015-01-01 16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 16
Number of participants with account balances 2015-01-01 16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 3
2014: CAROLINA FAMILY HEALTHCARE, P.A. RETIREMENT PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 16
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 9
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 6
Total of all active and inactive participants 2014-01-01 15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 15
Number of participants with account balances 2014-01-01 15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 3
2013: CAROLINA FAMILY HEALTHCARE, P.A. RETIREMENT PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 10
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 6
Total of all active and inactive participants 2013-01-01 16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 16
Number of participants with account balances 2013-01-01 16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 4
2012: CAROLINA FAMILY HEALTHCARE, P.A. RETIREMENT PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 16
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 10
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 3
Total of all active and inactive participants 2012-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 13
Number of participants with account balances 2012-01-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 1
2011: CAROLINA FAMILY HEALTHCARE, P.A. RETIREMENT PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 8
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 5
Total of all active and inactive participants 2011-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 13
Number of participants with account balances 2011-01-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 4
2010: CAROLINA FAMILY HEALTHCARE, P.A. RETIREMENT PLAN & TRUST 2010 401k membership
Total participants, beginning-of-year 2010-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 11
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 3
Total of all active and inactive participants 2010-01-01 14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 14
Number of participants with account balances 2010-01-01 14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: CAROLINA FAMILY HEALTHCARE, P.A. RETIREMENT PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 10
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 10
Total participants 2009-01-01 10
Number of participants with account balances 2009-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2017: CAROLINA FAMILY HEALTHCARE, P.A. RETIREMENT PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year	2017-01-01	18
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	7
Number of retired or separated participants receiving benefits	2017-01-01	1
Number of other retired or separated participants entitled to future benefits	2017-01-01	7
Total of all active and inactive participants	2017-01-01	15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	15
Number of participants with account balances	2017-01-01	15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	3
2016: CAROLINA FAMILY HEALTHCARE, P.A. RETIREMENT PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year	2016-01-01	19
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	12
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	6
Total of all active and inactive participants	2016-01-01	18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	18
Number of participants with account balances	2016-01-01	18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	3
2015: CAROLINA FAMILY HEALTHCARE, P.A. RETIREMENT PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	18
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	10
Number of retired or separated participants receiving benefits	2015-01-01	1
Number of other retired or separated participants entitled to future benefits	2015-01-01	5
Total of all active and inactive participants	2015-01-01	16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	16
Number of participants with account balances	2015-01-01	16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	3
2014: CAROLINA FAMILY HEALTHCARE, P.A. RETIREMENT PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	16
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	9
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	6
Total of all active and inactive participants	2014-01-01	15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	15
Number of participants with account balances	2014-01-01	15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	3
2013: CAROLINA FAMILY HEALTHCARE, P.A. RETIREMENT PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	10
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	6
Total of all active and inactive participants	2013-01-01	16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	16
Number of participants with account balances	2013-01-01	16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	4
2012: CAROLINA FAMILY HEALTHCARE, P.A. RETIREMENT PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	16
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	10
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	3
Total of all active and inactive participants	2012-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	13
Number of participants with account balances	2012-01-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	1
2011: CAROLINA FAMILY HEALTHCARE, P.A. RETIREMENT PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	8
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	5
Total of all active and inactive participants	2011-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	13
Number of participants with account balances	2011-01-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	4
2010: CAROLINA FAMILY HEALTHCARE, P.A. RETIREMENT PLAN & TRUST 2010 401k membership
Total participants, beginning-of-year	2010-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	11
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	3
Total of all active and inactive participants	2010-01-01	14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	14
Number of participants with account balances	2010-01-01	14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: CAROLINA FAMILY HEALTHCARE, P.A. RETIREMENT PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	10
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	10
Total participants	2009-01-01	10
Number of participants with account balances	2009-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on CAROLINA FAMILY HEALTHCARE, P.A. RETIREMENT PLAN & TRUST

Measure	Date	Value
2017 : CAROLINA FAMILY HEALTHCARE, P.A. RETIREMENT PLAN & TRUST 2017 401k financial data
Total income from all sources	2017-12-31	$226,614
Expenses. Total of all expenses incurred	2017-12-31	$10,823
Benefits paid (including direct rollovers)	2017-12-31	$3,221
Total plan assets at end of year	2017-12-31	$1,288,594
Total plan assets at beginning of year	2017-12-31	$1,072,803
Value of fidelity bond covering the plan	2017-12-31	$128,859
Total contributions received or receivable from participants	2017-12-31	$41,542
Other income received	2017-12-31	$116,256
Net income (gross income less expenses)	2017-12-31	$215,791
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$1,288,594
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$1,072,803
Assets. Value of assets in partnership/joint-venture interests	2017-12-31	$0
Total contributions received or receivable from employer(s)	2017-12-31	$68,816
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$7,602
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : CAROLINA FAMILY HEALTHCARE, P.A. RETIREMENT PLAN & TRUST 2016 401k financial data
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$186,234
Expenses. Total of all expenses incurred	2016-12-31	$36,750
Benefits paid (including direct rollovers)	2016-12-31	$28,260
Total plan assets at end of year	2016-12-31	$1,072,803
Total plan assets at beginning of year	2016-12-31	$923,319
Value of fidelity bond covering the plan	2016-12-31	$92,332
Total contributions received or receivable from participants	2016-12-31	$50,371
Other income received	2016-12-31	$83,645
Net income (gross income less expenses)	2016-12-31	$149,484
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$1,072,803
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$923,319
Assets. Value of assets in partnership/joint-venture interests	2016-12-31	$139
Total contributions received or receivable from employer(s)	2016-12-31	$52,218
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$8,490
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : CAROLINA FAMILY HEALTHCARE, P.A. RETIREMENT PLAN & TRUST 2015 401k financial data
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$89,969
Expenses. Total of all expenses incurred	2015-12-31	$26,314
Benefits paid (including direct rollovers)	2015-12-31	$16,987
Total plan assets at end of year	2015-12-31	$923,319
Total plan assets at beginning of year	2015-12-31	$859,664
Value of fidelity bond covering the plan	2015-12-31	$92,332
Total contributions received or receivable from participants	2015-12-31	$42,487
Other income received	2015-12-31	$-28,079
Net income (gross income less expenses)	2015-12-31	$63,655
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$923,319
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$859,664
Assets. Value of assets in partnership/joint-venture interests	2015-12-31	$3,147
Total contributions received or receivable from employer(s)	2015-12-31	$75,561
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$9,327
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : CAROLINA FAMILY HEALTHCARE, P.A. RETIREMENT PLAN & TRUST 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$120,337
Expenses. Total of all expenses incurred	2014-12-31	$20,245
Benefits paid (including direct rollovers)	2014-12-31	$12,097
Total plan assets at end of year	2014-12-31	$859,664
Total plan assets at beginning of year	2014-12-31	$759,572
Value of fidelity bond covering the plan	2014-12-31	$76,000
Total contributions received or receivable from participants	2014-12-31	$40,915
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$30,380
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$100,092
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$859,664
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$759,572
Assets. Value of assets in partnership/joint-venture interests	2014-12-31	$11,271
Total contributions received or receivable from employer(s)	2014-12-31	$49,042
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$8,148
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : CAROLINA FAMILY HEALTHCARE, P.A. RETIREMENT PLAN & TRUST 2013 401k financial data
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$163,645
Expenses. Total of all expenses incurred	2013-12-31	$7,282
Benefits paid (including direct rollovers)	2013-12-31	$673
Total plan assets at end of year	2013-12-31	$759,572
Total plan assets at beginning of year	2013-12-31	$603,209
Value of fidelity bond covering the plan	2013-12-31	$60,400
Total contributions received or receivable from participants	2013-12-31	$42,671
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$77,586
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$156,363
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$759,572
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$603,209
Assets. Value of assets in partnership/joint-venture interests	2013-12-31	$13,706
Total contributions received or receivable from employer(s)	2013-12-31	$43,388
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$6,609
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : CAROLINA FAMILY HEALTHCARE, P.A. RETIREMENT PLAN & TRUST 2012 401k financial data
Total plan liabilities at end of year	2012-12-31	$0
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$153,437
Expenses. Total of all expenses incurred	2012-12-31	$31,886
Benefits paid (including direct rollovers)	2012-12-31	$26,675
Total plan assets at end of year	2012-12-31	$603,209
Total plan assets at beginning of year	2012-12-31	$481,658
Value of fidelity bond covering the plan	2012-12-31	$49,000
Total contributions received or receivable from participants	2012-12-31	$47,740
Expenses. Other expenses not covered elsewhere	2012-12-31	$0
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$55,199
Noncash contributions received	2012-12-31	$0
Net income (gross income less expenses)	2012-12-31	$121,551
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$603,209
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$481,658
Assets. Value of assets in partnership/joint-venture interests	2012-12-31	$14,091
Total contributions received or receivable from employer(s)	2012-12-31	$50,498
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$5,211
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : CAROLINA FAMILY HEALTHCARE, P.A. RETIREMENT PLAN & TRUST 2011 401k financial data
Transfers to/from the plan	2011-12-31	$0
Total plan liabilities at end of year	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$83,755
Expenses. Total of all expenses incurred	2011-12-31	$8,433
Benefits paid (including direct rollovers)	2011-12-31	$4,361
Total plan assets at end of year	2011-12-31	$481,658
Total plan assets at beginning of year	2011-12-31	$406,336
Value of fidelity bond covering the plan	2011-12-31	$47,964
Total contributions received or receivable from participants	2011-12-31	$27,723
Expenses. Other expenses not covered elsewhere	2011-12-31	$0
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$2,067
Noncash contributions received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$75,322
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$481,658
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$406,336
Assets. Value of assets in partnership/joint-venture interests	2011-12-31	$13,906
Total contributions received or receivable from employer(s)	2011-12-31	$53,965
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$4,072
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : CAROLINA FAMILY HEALTHCARE, P.A. RETIREMENT PLAN & TRUST 2010 401k financial data
Transfers to/from the plan	2010-12-31	$0
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$130,795
Expenses. Total of all expenses incurred	2010-12-31	$2,855
Benefits paid (including direct rollovers)	2010-12-31	$0
Total plan assets at end of year	2010-12-31	$406,336
Total plan assets at beginning of year	2010-12-31	$278,396
Value of fidelity bond covering the plan	2010-12-31	$30,000
Total contributions received or receivable from participants	2010-12-31	$33,913
Expenses. Other expenses not covered elsewhere	2010-12-31	$0
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$33,345
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$127,940
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$406,336
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$278,396
Assets. Value of assets in partnership/joint-venture interests	2010-12-31	$13,683
Total contributions received or receivable from employer(s)	2010-12-31	$63,537
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$2,855
2009 : CAROLINA FAMILY HEALTHCARE, P.A. RETIREMENT PLAN & TRUST 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for CAROLINA FAMILY HEALTHCARE, P.A. RETIREMENT PLAN & TRUST

2017: CAROLINA FAMILY HEALTHCARE, P.A. RETIREMENT PLAN & TRUST 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: CAROLINA FAMILY HEALTHCARE, P.A. RETIREMENT PLAN & TRUST 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: CAROLINA FAMILY HEALTHCARE, P.A. RETIREMENT PLAN & TRUST 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: CAROLINA FAMILY HEALTHCARE, P.A. RETIREMENT PLAN & TRUST 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: CAROLINA FAMILY HEALTHCARE, P.A. RETIREMENT PLAN & TRUST 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: CAROLINA FAMILY HEALTHCARE, P.A. RETIREMENT PLAN & TRUST 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: CAROLINA FAMILY HEALTHCARE, P.A. RETIREMENT PLAN & TRUST 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: CAROLINA FAMILY HEALTHCARE, P.A. RETIREMENT PLAN & TRUST 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: CAROLINA FAMILY HEALTHCARE, P.A. RETIREMENT PLAN & TRUST 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	CAROLINA FAMILY HEALTHCARE, P.A.
Employer identification number (EIN):	562200424
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)