2023 Form 5500 filing — 401(K) Plan And Employees Trust Of Oncology Hematology West, P. C.
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 20241015090650NAL0048596896001) for 401(K) Plan And Employees Trust Of Oncology Hematology West, P. C., reported by Oncology Hematology West, P.C. under EIN 47-0754790 and plan number 001. It reports 352 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015090650NAL0048596896001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Oncology Hematology West, P.C.
- EIN
- 47-0754790
- Plan number
- 001
- Location
- Omaha, NE
- Participants
- 352
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $43,945,023
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $43,945,023
- Employer contributions
- $1,748,883
- Participant contributions
- $1,398,953
- Total income / additions
- $9,640,059
- Benefits paid
- $3,803,316
- Administrative expenses
- $134,388
- Total expenses
- $3,958,307
- Net increase / (decrease)
- $5,681,752
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $140,316 | $0 |
| Global Retirement Partners LLC | INVESTMENT ADVISOR | $42,815 | $0 |
| Benefit Plans, Inc. | CONTRACT ADMIN | $2,200 | $27,355 |
| Lincoln Financial Advisors Corp | BROKER/ADVISOR | $0 | $18,046 |
| Kelley Financial Services Inc. | CONTRACT ADMIN | -$6,376 | $6,376 |