CAROLINA ENDOCRINE, P.A. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan CAROLINA ENDOCRINE PA 401K PS PLAN
| Measure | Date | Value |
|---|
| 2024: CAROLINA ENDOCRINE PA 401K PS PLAN 2024 401k membership |
|---|
| Total number of particpants at beginning of year | 2024-10-23 | 17 |
| Total number of particpants at end of year | 2024-10-23 | 0 |
| Number of Participants With Account Balances | 2024-10-23 | 0 |
| Total number of particpants at beginning of year | 2024-07-09 | 18 |
| Total number of particpants at end of year | 2024-07-09 | 12 |
| Number of Participants With Account Balances | 2024-07-09 | 12 |
| 2022: CAROLINA ENDOCRINE PA 401K PS PLAN 2022 401k membership |
|---|
| Total number of particpants at beginning of year | 2022-07-15 | 15 |
| Total number of particpants at end of year | 2022-07-15 | 7 |
| Number of Participants With Account Balances | 2022-07-15 | 7 |
| 2014: CAROLINA ENDOCRINE PA 401K PS PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 9 |
| 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 | 5 |
| Total of all active and inactive participants | 2014-01-01 | 14 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
| Total participants | 2014-01-01 | 14 |
| Number of participants with account balances | 2014-01-01 | 14 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2024 : CAROLINA ENDOCRINE PA 401K PS PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-10-23 | 963029 |
| Net assets as of the end of the plan year | 2024-10-23 | 0 |
| Total assets as of the beginning of the plan year | 2024-10-23 | 870510 |
| Value of plan covered by a fidelity bond | 2024-10-23 | 450000 |
| Participant contributions to plan in this plan year | 2024-10-23 | 8512 |
| Other contributions to plan in this plan year | 2024-10-23 | -893 |
| Other income to plan in this plan year | 2024-10-23 | 79210 |
| Plan net income in this plan year | 2024-10-23 | -870510 |
| Net assets as of the end of the plan year | 2024-10-23 | 0 |
| Net assets as of the beginning of the plan year | 2024-10-23 | 870510 |
| Employer contributions to plan in this plan year | 2024-10-23 | 5690 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-10-23 | 4290 |
| Total expenses incurred by plan in this plan year | 2024-07-09 | 33548 |
| Net assets as of the end of the plan year | 2024-07-09 | 870510 |
| Total assets as of the beginning of the plan year | 2024-07-09 | 768278 |
| Value of plan covered by a fidelity bond | 2024-07-09 | 450000 |
| Participant contributions to plan in this plan year | 2024-07-09 | 12692 |
| Other contributions to plan in this plan year | 2024-07-09 | 5418 |
| Other income to plan in this plan year | 2024-07-09 | 104780 |
| Plan net income in this plan year | 2024-07-09 | 102232 |
| Net assets as of the end of the plan year | 2024-07-09 | 870510 |
| Net assets as of the beginning of the plan year | 2024-07-09 | 768278 |
| Value of contributions failed to transmitted timely | 2024-07-09 | 6280 |
| Employer contributions to plan in this plan year | 2024-07-09 | 12890 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-07-09 | 4086 |
| 2022 : CAROLINA ENDOCRINE PA 401K PS PLAN 2022 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2022-07-15 | 35457 |
| Net assets as of the end of the plan year | 2022-07-15 | 971583 |
| Total assets as of the beginning of the plan year | 2022-07-15 | 833430 |
| Value of plan covered by a fidelity bond | 2022-07-15 | 450000 |
| Participant contributions to plan in this plan year | 2022-07-15 | 43742 |
| Other contributions to plan in this plan year | 2022-07-15 | 344 |
| Other income to plan in this plan year | 2022-07-15 | 112584 |
| Plan net income in this plan year | 2022-07-15 | 138153 |
| Net assets as of the end of the plan year | 2022-07-15 | 971583 |
| Net assets as of the beginning of the plan year | 2022-07-15 | 833430 |
| Employer contributions to plan in this plan year | 2022-07-15 | 16940 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-07-15 | 4016 |
| 2014 : CAROLINA ENDOCRINE PA 401K PS PLAN 2014 401k financial data |
|---|
| Transfers to/from the plan | 2014-12-31 | $0 |
| Total income from all sources | 2014-12-31 | $151,194 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $192,551 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $192,551 |
| Total plan assets at end of year | 2014-12-31 | $510,749 |
| Total plan assets at beginning of year | 2014-12-31 | $552,106 |
| Value of fidelity bond covering the plan | 2014-12-31 | $100,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $58,749 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2014-12-31 | $43,303 |
| Other income received | 2014-12-31 | $29,273 |
| Net income (gross income less expenses) | 2014-12-31 | $-41,357 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $510,749 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $552,106 |
| Assets. Value of participant loans | 2014-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $19,869 |
| Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
| Value of corrective distributions | 2014-12-31 | $0 |
