2023 Form 5500 filing — Consultants In Pain Medicine, Pllc 401(K) Profit Sharing 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 20241014104203NAL0044192912003) for Consultants In Pain Medicine, Pllc 401(K) Profit Sharing Plan And Trust, reported by Consultants In Pain Medicine, Pllc under EIN 74-2734272 and plan number 001. It reports 141 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241014104203NAL0044192912003
Filing year
2023
Form type
2
Plan sponsor
Consultants In Pain Medicine, Pllc
EIN
74-2734272
Plan number
001
Location
San Antonio, TX
Participants
141
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$11,884,746
Net assets (EOY)
$11,884,746
Employer contributions
$372,944
Participant contributions
$398,223
Total income / additions
$2,548,144
Benefits paid
$585,248
Administrative expenses
$47,580
Total expenses
$632,828
Net increase / (decrease)
$1,915,316
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Kelly Compton Investments LLCINVESTMENT ADVISOR$8,211$0
Retirement LLCCONTRACT ADMIN$1,560$0
Capital Group Retirement Plan ServRECORDKEEPER$775$0
Definiti, LLCCONTRACT ADMIN$300$0

Related Form 5500 pages