2023 Form 5500 filing — William R Evans Md Pa Employees' Profit Sharing Plan

Plain-English filing summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240606150006NAL0022455073001) for William R Evans Md Pa Employees' Profit Sharing Plan, reported by Cross Timbers Orthopaedics, Pa under EIN 75-2768130 and plan number 001. It reports 18 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$1.4MReported net assets$1,395,824
Participants18
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240606150006NAL0022455073001
Plan sponsor
Cross Timbers Orthopaedics, Pa
EIN
75-2768130
Plan number
001
Location
Stephenville, TX
Received date
not reported in the loaded dataset
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$1.4M total assets
Net assets$1.4MLiabilities$1.4K
Money in vs. money out
Total income / additions$110.8K
Total expenses$7.6K
Benefits paid / distributions$7.6K
Contributions
Employer$10K
ParticipantNot reported
Full reported line items
Total assets (EOY)
$1,397,182
Total liabilities (EOY)
$1,358
Net assets (EOY)
$1,395,824
Employer contributions
$10,000
Total income / additions
$110,759
Benefits paid
$7,558
Total expenses
$7,558
Net increase / (decrease)
$103,201

Related Form 5500 pages