2023 Form 5500 filing — Solara Surgical Partners 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 20241015102700NAL0055571442001) for Solara Surgical Partners 401(K) Plan, reported by Solara Surgical Partners, LLC under EIN 26-1444769 and plan number 001. It reports 274 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015102700NAL0055571442001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Solara Surgical Partners, LLC
- EIN
- 26-1444769
- Plan number
- 001
- Location
- Southlake, TX
- Participants
- 274
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,815,264
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,815,264
- Employer contributions
- $198,893
- Participant contributions
- $506,749
- Total income / additions
- $1,543,877
- Benefits paid
- $779,006
- Administrative expenses
- $41,973
- Total expenses
- $820,979
- Net increase / (decrease)
- $722,898
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Co. Of Am | NONE | $20,320 | $0 |
| Cetera Advisors Networks LLC | NONE | $13,886 | not reported in the loaded dataset |
| Pasi, LLC | NONE | $5,903 | $1,676 |