401k Plan data: CAROLINA CLINIC FOR HEALTH AND WELLNESS 401(K) PLAN plan

CAROLINA CLINIC FOR HEALTH AND WELLNESS 401(K) PLAN 401k Plan overview

Plan Name	CAROLINA CLINIC FOR HEALTH AND WELLNESS 401(K) PLAN
Plan identification number	001

CAROLINA CLINIC FOR HEALTH AND WELLNESS 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.
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.

401k Sponsoring company profile

CAROLINA CLINIC FOR HEALTH AND WELLNESS has sponsored the creation of one or more 401k plans.

Company Name: CAROLINA CLINIC FOR HEALTH AND WELLNESS

Employer identification number (EIN): 464854850

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 CLINIC FOR HEALTH AND WELLNESS 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 GWENDOLYN KNUCKLES, MD 2024-07-11
001 2022-01-01 GWENDOLYN KNUCKLES, MD 2023-07-26
001 2021-01-01 GWENDOLYN KNUCKLES, MD 2022-08-18
001 2020-01-01 GWENDOLYN KNUCKLES, MD 2021-07-23
001 2019-01-01 GWENDOLYN KNUCKLES, MD 2020-07-17
001 2018-01-01 LEE A SURKIN, MD 2019-06-14 GWENDOLYN KNUCKLES, MD 2019-06-26
001 2017-01-01 LEE A SURKIN, MD 2018-06-15 GWENDOLYN KNUCKLES, MD 2018-07-06
001 2016-01-01 LEE A SURKIN, MD 2017-06-27 GWENDOLYN KNUCKLES, MD 2017-06-30
001 2015-01-01

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	GWENDOLYN KNUCKLES, MD	2024-07-11
001	2022-01-01	GWENDOLYN KNUCKLES, MD	2023-07-26
001	2021-01-01	GWENDOLYN KNUCKLES, MD	2022-08-18
001	2020-01-01	GWENDOLYN KNUCKLES, MD	2021-07-23
001	2019-01-01	GWENDOLYN KNUCKLES, MD	2020-07-17
001	2018-01-01	LEE A SURKIN, MD	2019-06-14	GWENDOLYN KNUCKLES, MD	2019-06-26
001	2017-01-01	LEE A SURKIN, MD	2018-06-15	GWENDOLYN KNUCKLES, MD	2018-07-06
001	2016-01-01	LEE A SURKIN, MD	2017-06-27	GWENDOLYN KNUCKLES, MD	2017-06-30
001	2015-01-01

Financial Data on CAROLINA CLINIC FOR HEALTH AND WELLNESS 401(K) PLAN

Measure	Date	Value
2025 : CAROLINA CLINIC FOR HEALTH AND WELLNESS 401(K) PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year	2025-07-30	97441
Net assets as of the end of the plan year	2025-07-30	741442
Total assets as of the beginning of the plan year	2025-07-30	680153
Value of plan covered by a fidelity bond	2025-07-30	50000
Participant contributions to plan in this plan year	2025-07-30	74872
Other income to plan in this plan year	2025-07-30	66275
Plan net income in this plan year	2025-07-30	61289
Net assets as of the end of the plan year	2025-07-30	741442
Net assets as of the beginning of the plan year	2025-07-30	680153
Employer contributions to plan in this plan year	2025-07-30	17583
Fees paid to broker by Benefit Provider	2025-07-30	2665
Expensese paid to adminstrative service provicers from plan in this plan year	2025-07-30	6548
2024 : CAROLINA CLINIC FOR HEALTH AND WELLNESS 401(K) PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year	2024-07-11	5608
Net assets as of the end of the plan year	2024-07-11	680153
Total assets as of the beginning of the plan year	2024-07-11	519961
Value of plan covered by a fidelity bond	2024-07-11	50000
Participant contributions to plan in this plan year	2024-07-11	73903
Other income to plan in this plan year	2024-07-11	74794
Plan net income in this plan year	2024-07-11	160192
Net assets as of the end of the plan year	2024-07-11	680153
Net assets as of the beginning of the plan year	2024-07-11	519961
Employer contributions to plan in this plan year	2024-07-11	17103
Fees paid to broker by Benefit Provider	2024-07-11	2244
Expensese paid to adminstrative service provicers from plan in this plan year	2024-07-11	5608
2022 : CAROLINA CLINIC FOR HEALTH AND WELLNESS 401(K) PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year	2022-08-18	59468
Net assets as of the end of the plan year	2022-08-18	640214
Total assets as of the beginning of the plan year	2022-08-18	559666
Value of plan covered by a fidelity bond	2022-08-18	75000
Participant contributions to plan in this plan year	2022-08-18	61562
Other income to plan in this plan year	2022-08-18	66601
Plan net income in this plan year	2022-08-18	80548
Net assets as of the end of the plan year	2022-08-18	640214
Net assets as of the beginning of the plan year	2022-08-18	559666
Employer contributions to plan in this plan year	2022-08-18	11853
Fees paid to broker by Benefit Provider	2022-08-18	2644
Expensese paid to adminstrative service provicers from plan in this plan year	2022-08-18	6308

Potentially related plans

CAROLINA CLINIC OF NATURAL MEDICINE 401(K) P/S PLAN [EIN = 475275395]

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Company Name:	CAROLINA CLINIC FOR HEALTH AND WELLNESS
Employer identification number (EIN):	464854850
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)