· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
CAROLINA COLORECTAL SURGERY, PLLC — CAROLINA COLORECTAL 401K PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250715075719NAL0001847825001
CAROLINA COLORECTAL SURGERY, PLLC
Form 5500-SF
FILING_RECEIVED
CAROLINA COLORECTAL 401K PLAN
401(k) retirement plan
Active participants
11
Accounts w/ balance
8
Plan assets (EOY)
$1.2M
Net assets (EOY)
$1.2M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
CAROLINA COLORECTAL SURGERY, PLLC
.
Find decision makers
Plan sponsor
Name
CAROLINA COLORECTAL SURGERY, PLLC
EIN
26-1411139
Address
2501 ATRIUM, SUITE 305 · RALEIGH, NC · 27607
Phone
(408) 644-7414
Industry
Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-15
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
2T · Default investment account (QDIA)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Health Care & Social Assistance plans
ST. GEORGE SURGICAL CENTER
SGSC 401K PLAN 2015
$1.2M · 39 participants
DAY SURGERY LLC
DAY SURGERY LLC 401K PLAN
$1.2M · 16 participants
PHYSICIANS SURGICAL CENTER, L.L.C.
PHYSICIANS SURGICAL CENETER 401(K) PLAN.
$1.2M · 49 participants
CBC LLC
CBC LLC 401(K) PLAN
$1.2M · 45 participants
BROOKHAVEN SURGERY CLINIC, P.A.
BROOKHAVEN SURGERY CLINIC, P.A. 401(K) PROFIT SHARING PLAN
$1.2M · 9 participants
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
NORTHERN VIRGINIA EYE SURGERY 401(K) PROFIT SHARING PLAN AND TRUST
NORTHERN VIRGINIA EYE SURGERY 401(K) PROFIT SHARING PLAN AND TRUST
$1.2M · 25 participants
Large plans in North Carolina
BANK OF AMERICA CORPORATION
THE BANK OF AMERICA 401(K) PLAN
$62.9B · 168,229 participants
HONEYWELL INTERNATIONAL INC EMPLOYEE SERVICES FINANCE MGMNT
HONEYWELL INTERNATIONAL INC. MASTER RETIREMENT TRUST
$17.9B
HONEYWELL INTERNATIONAL INC.
HONEYWELL RETIREMENT EARNINGS PLAN
$16.6B · 9,275 participants
HONEYWELL INTERNATIONAL INC
HONEYWELL 401(K) PLAN
$16.3B · 44,069 participants
HONEYWELL INTERNATIONAL INC
HONEYWELL SAVINGS AND OWNERSHIP PLAN MASTER TRUST
$16.2B
TRUIST FINANCIAL CORPORATION
TRUIST FINANCIAL CORPORATION PENSION PLAN
$14.7B · 33,167 participants
