2023 Form 5500 filing — Clinics Of North Texas 401(K) Profit Sharing 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 20241015152247NAL0030150705001) for Clinics Of North Texas 401(K) Profit Sharing Plan, reported by Clinics Of North Texas, Llp under EIN 75-0867304 and plan number 001. It reports 288 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015152247NAL0030150705001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Clinics Of North Texas, Llp
- EIN
- 75-0867304
- Plan number
- 001
- Location
- Wichita Falls, TX
- Participants
- 288
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $44,981,722
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $44,981,722
- Employer contributions
- $522,298
- Participant contributions
- $1,230,702
- Total income / additions
- $8,478,727
- Benefits paid
- $3,781,386
- Administrative expenses
- $424
- Total expenses
- $3,781,810
- Net increase / (decrease)
- $4,696,917
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $7,029 | not reported in the loaded dataset |
| Weaver And Tidwell Llp | ACCOUNTANT/AUDITOR | $6,695 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | -$13,050 | $0 |