South Texas Radiology Group Profit Sharing Plan And Trust — Form 5500 plan (South Texas Radiology Group, P.A.)

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, South Texas Radiology Group Profit Sharing Plan And Trust is a benefit plan reported by South Texas Radiology Group, P.A. under EIN 74-1671142 and plan number 001. The latest loaded filing year is 2023. The filing reports 189 participants and $104,630,381 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
South Texas Radiology Group, P.A.
EIN
74-1671142
Plan number
001
Plan type
2
Location
San Antonio, TX
Latest filing year
2023
Participants
189
End-of-year plan assets
$104,630,381

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023189H, C20241015164736NAL0029162321005

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$104,630,381
Net assets (EOY)
$104,630,381
Net assets (BOY)
$87,791,436

Income & contributions

Employer contributions
$3,118,592
Participant contributions
$1,928,528
Total contributions
$5,047,120
Total income / additions
$24,049,056

Expenses & distributions

Benefits paid
$7,145,486
Administrative expenses
$58,439
Total expenses
$7,210,111
Net increase / (decrease)
$16,838,945

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Smith Anglin Financial LLCNONE$33,107not reported in the loaded dataset2023
Hightower Advisors LLCNONE$13,036not reported in the loaded dataset2023
Schwab Retirement Plan Services,IncNONE$9,867not reported in the loaded dataset2023
Charles Schwab & Co., Inc.NONE$255$02023

Related Form 5500 pages