Cardiology Center Of Amarillo, Llp 401(K) Plan — Form 5500 plan (Cardiology Center Of Amarillo, Llp)

Plain-English plan 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, Cardiology Center Of Amarillo, Llp 401(K) Plan is a benefit plan reported by Cardiology Center Of Amarillo, Llp under EIN 20-0241221 and plan number 001. The latest loaded filing year is 2023. The filing reports 129 participants and $21,455,021 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$21.5MPlan net assets, end of year$21,455,021
Participants129Covered participants reported
Assets / participant$166.3KComputed: assets ÷ participants$166,318 (computed)
Provider compensation$38.8K3 Schedule C provider row(s)$38,831
Plan sponsor
Cardiology Center Of Amarillo, Llp
EIN
20-0241221
Plan number
001
Plan type
2
Location
Amarillo, TX
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023129H, C20250325161935NAL0007851875001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$21.5M total assets
Net assets$21.5MLiabilities$0
Money in vs. money out
Total income / additions$4.6M
Total expenses$424.3K
Benefits paid / distributions$293.2K
Contributions
Employer$721.6K
Participant$413.9K
Full reported line items

Net assets

Total assets (EOY)
$21,455,021
Total liabilities (EOY)
$0
Net assets (EOY)
$21,455,021
Net assets (BOY)
$17,293,750

Income & contributions

Employer contributions
$721,633
Participant contributions
$413,893
Total contributions
$1,164,871
Total income / additions
$4,585,600

Expenses & distributions

Benefits paid
$293,197
Administrative expenses
$38,831
Total expenses
$424,329
Net increase / (decrease)
$4,161,271
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 64%Participant 36%
Total expenses ÷ net assets2%Computed ratio
Benefits paid ÷ total income6%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance Company ORECORDKEEPER$21,192$02023
Amarillo National BankINVESTMENT ADVISOR$16,555not reported in the loaded dataset2023
Empower Advisory Group, LLCINVESTMENT MGMT$1,084not reported in the loaded dataset2023

Related Form 5500 pages