South Texas Radiology Group P.A. Cash Balance Pension Plan — 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 P.A. Cash Balance Pension Plan is a benefit plan reported by South Texas Radiology Group P.A. under EIN 74-1671142 and plan number 002. The latest loaded filing year is 2023. The filing reports 138 participants and $13,275,486 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$13.3MPlan net assets, end of year$13,275,486
Participants138Covered participants reported
Assets / participant$96.2KComputed: assets ÷ participants$96,199 (computed)
Provider compensation$2K1 Schedule C provider row(s)$1,995
- Plan sponsor
- South Texas Radiology Group P.A.
- EIN
- 74-1671142
- Plan number
- 002
- Plan type
- 2
- Location
- San Antonio, TX
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 138 | H, C | 20241015150810NAL0028877873004 |
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)$13.3M total assets
Net assets$13.3MLiabilities—
Full reported line items
Net assets
- Total assets (EOY)
- $13,275,486
- Net assets (EOY)
- $13,275,486
- Net assets (BOY)
- $7,649,611
Income & contributions
- Employer contributions
- $4,627,229
- Total contributions
- $4,627,229
- Total income / additions
- $5,784,986
Expenses & distributions
- Benefits paid
- $159,111
- Total expenses
- $159,111
- Net increase / (decrease)
- $5,625,875
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.
Total expenses ÷ net assets1%Computed ratio
Benefits paid ÷ total income3%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | NONE | $1,995 | not reported in the loaded dataset | 2023 |