Original filing (PDF)20240531115701NAL0007746515001

CAROLINA SPINE & NEUROSURGERY CENTER, P.A.

Name: CAROLINA SPINE & NEUROSURGERY CENTER, P.A. — CSNC 401(K) PROFIT SHARING PLAN, Form 5500 (2022)
Creator: CAROLINA SPINE & NEUROSURGERY CENTER, P.A.

Form 5500

FILING_RECEIVED

CSNC 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Signals · 1

Late filing · 10.0 mo

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

How this plan invests

This plan

3 collective trusts

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

Above-average plan

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 50% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Knocking points off

Filed 10.0 months past the 10.5-month grace window.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CAROLINA SPINE & NEUROSURGERY CENTER, P.A..

Plan sponsor

Name

CAROLINA SPINE & NEUROSURGERY CENTER, P.A.

EIN

56-1085447all filings

Address

7 VANDERBILT PARK DRIVE · ASHEVILLE, NC · 28803

Phone

(828) 255-7776

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-09-15

Filed

2024-05-31

Pension benefit codes

2T · Default investment account (QDIA)

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2A · Age/service weighted or new comparability

3D · Pre-approved plan (master / prototype / VS)

2K · 401(m) arrangement

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$7K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
KESTRA INVESTMENT SERVICES LLC	35-2552359	—	ADVISOR	$16K	—

Investments

3 pooled funds· $0

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

			% of plan
STABLE VALUE FUND I1 WILMINGTON TRUST, N.A · EIN 85-4031707 / PN 653	Common Collective Trust	$0	—
LARGE CAP GRTH II I1 WILMINGTON TRUST, N.A. · EIN 82-4435820 / PN 375	Common Collective Trust	$0	—
CORE PLUS BOND I1 WILMINGTON TRUST, N.A. · EIN 38-4116854 / PN 515	Common Collective Trust	$0	—