2023 Form 5500 filing — Texas Institute For Surgery, Llp 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 20241015124213NAL0016413875001) for Texas Institute For Surgery, Llp 401(K) Plan, reported by Texas Institute For Surgery, Llp under EIN 77-0628004 and plan number 002. It reports 215 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015124213NAL0016413875001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Texas Institute For Surgery, Llp
- EIN
- 77-0628004
- Plan number
- 002
- Location
- Dallas, TX
- Participants
- 215
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,169,911
- Net assets (EOY)
- $13,169,911
- Employer contributions
- $401,904
- Participant contributions
- $706,317
- Total income / additions
- $3,080,495
- Benefits paid
- $1,635,824
- Administrative expenses
- $54,401
- Total expenses
- $1,690,225
- Net increase / (decrease)
- $1,390,270
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $36,370 | $0 |
| Raymond James & Associates, Inc. | INVESTMENT ADVISOR | $29,277 | $0 |
| Retirementplans.Com, LLC | CONTRACT ADMIN | $26,336 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,626 | $0 |