2023 Form 5500 filing — Spine Team Texas, Pa Profit Sharing 401(K) Plan And Trust
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 20241003142757NAL0009954593001) for Spine Team Texas, Pa Profit Sharing 401(K) Plan And Trust, reported by Spine Team Texas, P.A. under EIN 20-1696636 and plan number 001. It reports 297 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241003142757NAL0009954593001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Spine Team Texas, P.A.
- EIN
- 20-1696636
- Plan number
- 001
- Location
- Southlake, TX
- Participants
- 297
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,904,738
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,904,738
- Employer contributions
- $275,766
- Participant contributions
- $559,822
- Total income / additions
- $2,403,682
- Benefits paid
- $353,931
- Administrative expenses
- $43,736
- Total expenses
- $397,667
- Net increase / (decrease)
- $2,006,015
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Asset Management Corp | RIA | $13,841 | not reported in the loaded dataset |
| Kestra Advisory Services | RIA | $7,441 | not reported in the loaded dataset |