2023 Form 5500 filing — Oact 401(K) 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 20240619092659NAL0003805345001) for Oact 401(K) Plan, reported by Orthopaedic Associates Of Central Texas, P.A. under EIN 74-2343512 and plan number 002. It reports 203 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240619092659NAL0003805345001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Orthopaedic Associates Of Central Texas, P.A.
- EIN
- 74-2343512
- Plan number
- 002
- Location
- Round Rock, TX
- Participants
- 203
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Employer contributions
- $82,696
- Total income / additions
- $1,055,307
- Benefits paid
- $10,042,176
- Administrative expenses
- $112,502
- Total expenses
- $10,154,678
- Net increase / (decrease)
- -$9,099,371
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Employee Incentive Plans, Inc. | TPA, RK | $25,436 | not reported in the loaded dataset |
| Peggy S. Edge, Cpa, LLC | AUDITOR | $16,500 | not reported in the loaded dataset |
| Atlasmark Financial, Inc. | INV ADV | $15,384 | not reported in the loaded dataset |