Ophthalmology Specialists Of Texas, Pllc 401(K) Plan — Form 5500 plan (Ophthalmology Specialists Of Texas, Pllc)

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, Ophthalmology Specialists Of Texas, Pllc 401(K) Plan is a benefit plan reported by Ophthalmology Specialists Of Texas, Pllc under EIN 45-0466456 and plan number 003. The latest loaded filing year is 2023. The filing reports 138 participants and $9,563,611 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ophthalmology Specialists Of Texas, Pllc
EIN
45-0466456
Plan number
003
Plan type
2
Location
Abilene, TX
Latest filing year
2023
Participants
138
End-of-year plan assets
$9,563,611

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023138H, C20241008084724NAL0009484035001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$9,563,611
Total liabilities (EOY)
$0
Net assets (EOY)
$9,563,611
Net assets (BOY)
$7,633,890

Income & contributions

Employer contributions
$506,519
Participant contributions
$299,021
Total contributions
$805,540
Total income / additions
$2,141,000

Expenses & distributions

Benefits paid
$133,527
Administrative expenses
$60,190
Total expenses
$211,279
Net increase / (decrease)
$1,929,721

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
John Hancock Life Insurance CompanyRECORDKEEPER$1,830$02023

Related Form 5500 pages