2023 Form 5500 filing — Healthtexas Medical Group 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 20241004133623NAL0006734483002) for Healthtexas Medical Group 401(K) Profit Sharing Plan, reported by Physician Prime Care Dba Healthtexas Medical Group Of San Antonio under EIN 74-2727562 and plan number 001. It reports 526 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$37.6MReported net assets$37,613,563
Participants526
Provider compensation$59.4K2 Schedule C row(s)$59,447
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241004133623NAL0006734483002
- Plan sponsor
- Physician Prime Care Dba Healthtexas Medical Group Of San Antonio
- EIN
- 74-2727562
- Plan number
- 001
- Location
- San Antonio, TX
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$37.6M total assets
Net assets$37.6MLiabilities—
Full reported line items
- Total assets (EOY)
- $37,613,563
- Net assets (EOY)
- $37,613,563
- Employer contributions
- $2,330,482
- Participant contributions
- $1,775,731
- Total income / additions
- $9,486,576
- Benefits paid
- $2,937,478
- Administrative expenses
- $59,447
- Total expenses
- $2,997,412
- Net increase / (decrease)
- $6,489,164
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Schwab Retirement Plan Services,Inc | NONE | $59,447 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 |