How big is Carolina BONE & Joint Surgery's plan?

Carolina BONE & Joint Surgery's plan reported $1.5M in assets and 32 participants for 2025.

Original filing (PDF)20260423155816NAL0007665312001

Carolina BONE & Joint Surgery

Name: Carolina BONE & Joint Surgery — Carolina BONE &, Form 5500 (2025)
Creator: Carolina BONE & Joint Surgery
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Carolina BONE & Joint Surgery 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Carolina BONE & Joint Surgery's Carolina BONE & Joint Surgery 401(k) Profit Sharing Plan & Trust held $1.5M in plan assets for 32 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

People on this filing

Georgia a Kapshuck signed Carolina BONE & Joint Surgery's 2025 Form 5500 as plan administrator.

Georgia a Kapshuck — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Carolina BONE & Joint Surgery's EIN is 13-4241163.

EIN 13-4241163

Plan number 001

Plan year 2025

ACK ID 20260423155816NAL0007665312001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Carolina BONE & Joint Surgery from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Carolina BONE & Joint Surgery's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CAROLINA BONE & JOINT SURGERY.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score