2023 Form 5500 filing — Ophthalmology Specialists Of Texas, Pllc 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 20241008084724NAL0009484035001) for Ophthalmology Specialists Of Texas, Pllc 401(K) Plan, reported by Ophthalmology Specialists Of Texas, Pllc under EIN 45-0466456 and plan number 003. It reports 138 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241008084724NAL0009484035001
Filing year
2023
Form type
2
Plan sponsor
Ophthalmology Specialists Of Texas, Pllc
EIN
45-0466456
Plan number
003
Location
Abilene, TX
Participants
138
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$9,563,611
Total liabilities (EOY)
$0
Net assets (EOY)
$9,563,611
Employer contributions
$506,519
Participant contributions
$299,021
Total income / additions
$2,141,000
Benefits paid
$133,527
Administrative expenses
$60,190
Total expenses
$211,279
Net increase / (decrease)
$1,929,721
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
John Hancock Life Insurance CompanyRECORDKEEPER$1,830$0

Related Form 5500 pages