Department of Labor filing

PINEHURST SURGICAL CLINIC, P.A.

PINEHURST SURGICAL CLINIC, P. A. RETIREMENT AND SAVINGS PLAN · For the plan year ended Dec 31, 2024

Public filing 2024 · received Aug 5, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

68filing comparison
out of 100

The filing looks somewhat better than typical peers on the measures we can compare. This is a filing comparison, not a complete benefits score.

$Employer support

$6,401

Reported employer contributions per active participant.

Higher than about 80% of comparable plans

#People in the filing

483

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$185 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 40% of comparable plans

↗Investment performance

Not available

Plan assets changed 8.4%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 202468out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions80th percentileTypical peer $2,397 · based on 2,295 comparable plans

Lower reported administrative expense40th percentileTypical peer $143 · based on 2,373 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, PINEHURST SURGICAL CLINIC, P.A. reported $3,091,694 in employer contributions across the plan and 483 active participants. That works out to $6,401 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy71%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendUp 3.5%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendUp 9.2%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context68/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $3,091,694
Participant contributions: $2,559,343
Other contributions: $248,337
Employer share of reported contributions: 54.7%
Beginning assets: $87,975,357
Ending assets: $95,331,975
Ending net assets: $95,331,975
Ending liabilities: $0
Total income: $17,481,448
Total expenses: $10,124,830
Administrative expenses: $131,080
Participant loans: $907,217

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2022

$6,187

2023

$6,231

2024

$6,401

Plan-paid administrative expenses per participant

2022

$170

2023

$189

2024

$185

Active participants

2022

494

2023

529

2024

483

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$6,401	483	95.3M	20250805114056NAL0001799233001
2023	$6,231	529	88M	20241001112715NAL0003220611001
2022	$6,187	494	71.4M	20231005091326NAL0013312803001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: 1.0%
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Not stated in the filing
Public plan identifier: 560942061-001

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Dec 1, 1970
Industry: Health care and social assistance
Amended filing: No
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2A2E2F2G2J2K2R2S2T3D

Reported service providers

Organizations named in the latest filing

The public dataset does not always identify a provider’s exact role. Compensation stays blank when it was not separately reported.

Provider	Plan year	Direct compensation	Indirect compensation
THE VANGUARD GROUP, INC.	2024	Not reported	unknown

Current plan terms

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Filing ACK_ID20250805114056NAL0001799233001

Data sourceDOL Form 5500 bulk data ↗

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