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SCOPE ANESTHESIA OF NORTH CAROLINA, PLLC — SCOPE ANESTHESIA CASH BALANCE PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20251008052920NAL0005438433001
SCOPE ANESTHESIA OF NORTH CAROLINA, PLLC
Form 5500-SF
FILING_RECEIVED
SCOPE ANESTHESIA CASH BALANCE PLAN
Defined-benefit pension plan
Active participants
104
Accounts w/ balance
—
Plan assets (EOY)
$2.1M
Net assets (EOY)
$2.1M
Plan health score (directional)
83
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
90
Concentration risk
75
Total plan cost
75
Vendor stack
75
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
SCOPE ANESTHESIA OF NORTH CAROLINA, PLLC
.
Find decision makers
Plan sponsor
Name
SCOPE ANESTHESIA OF NORTH CAROLINA, PLLC
EIN
82-4669037
Address
6135 PARK SOUTH DRIVE, SUITE 510 · CHARLOTTE, NC · 28210
Phone
(704) 749-3116
Industry
Offices of Physicians
· Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-08
Pension benefit codes
1A · Pay-related DB formula
1C · Cash balance or similar hybrid DB
1D · Floor-offset DB
1I · Frozen plan — no new benefit accrual
3B · Covers self-employed individuals
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
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Knocking points off
No IQPA named; plan is in the 80-120 transition zone — may be filing as small.
Plan is frozen (1I) — no new benefit accrual.
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.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
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