2023 Form 5500 filing — Texas Spine And Joint Hospital 401(K) 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 20240911082932NAL0006776609001) for Texas Spine And Joint Hospital 401(K) Profit Sharing Plan, reported by Texas Spine And Joint Hospital, LLC under EIN 75-2951355 and plan number 001. It reports 567 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240911082932NAL0006776609001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Texas Spine And Joint Hospital, LLC
- EIN
- 75-2951355
- Plan number
- 001
- Location
- Tyler, TX
- Participants
- 567
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $22,967,141
- Net assets (EOY)
- $22,967,141
- Employer contributions
- $755,036
- Participant contributions
- $1,129,822
- Total income / additions
- $5,258,306
- Benefits paid
- $1,739,053
- Administrative expenses
- $70,183
- Total expenses
- $1,812,011
- Net increase / (decrease)
- $3,446,295
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ubs Financial Services Inc | INVESTMENT ADVISOR | $32,306 | $0 |
| Nova 401(K) Associates | THIRD PARTY ADMIN. | $11,908 | $9,983 |
| Empower Annuity Insurance Company | RECORDKEEPER | $14,466 | $0 |
| Administrative Fiduciary Servcies | TRUSTEE | $10,715 | $0 |