2023 Form 5500 filing — South Texas Radiology Group P.A. Cash Balance Pension 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 20241015150810NAL0028877873004) for South Texas Radiology Group P.A. Cash Balance Pension Plan, reported by South Texas Radiology Group P.A. under EIN 74-1671142 and plan number 002. It reports 138 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$13.3MReported net assets$13,275,486
Participants138
Provider compensation$2K1 Schedule C row(s)$1,995
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015150810NAL0028877873004
Plan sponsor
South Texas Radiology Group P.A.
EIN
74-1671142
Plan number
002
Location
San Antonio, TX
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$13.3M total assets
Net assets$13.3MLiabilities
Money in vs. money out
Total income / additions$5.8M
Total expenses$159.1K
Benefits paid / distributions$159.1K
Contributions
Employer$4.6M
ParticipantNot reported
Full reported line items
Total assets (EOY)
$13,275,486
Net assets (EOY)
$13,275,486
Employer contributions
$4,627,229
Total income / additions
$5,784,986
Benefits paid
$159,111
Total expenses
$159,111
Net increase / (decrease)
$5,625,875

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Charles Schwab & Co., Inc.NONE$1,995not reported in the loaded dataset

Related Form 5500 pages