Valley Ear, Nose & Throat Specialists, P.A. 401(K) Plan — Form 5500 plan (Valley Ear Nose & Throat Specialist 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, Valley Ear, Nose & Throat Specialists, P.A. 401(K) Plan is a benefit plan reported by Valley Ear Nose & Throat Specialist P.A. under EIN 74-2139209 and plan number 001. The latest loaded filing year is 2023. The filing reports 147 participants and $5,469,330 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Valley Ear Nose & Throat Specialist P.A.
EIN
74-2139209
Plan number
001
Plan type
2
Location
Mcallen, TX
Latest filing year
2023
Participants
147
End-of-year plan assets
$5,469,330

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023147H, C20251016161437NAL0006490465001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,469,330
Total liabilities (EOY)
$0
Net assets (EOY)
$5,469,330
Net assets (BOY)
$6,020,557

Income & contributions

Employer contributions
$84,833
Participant contributions
$134,231
Total contributions
$219,064
Total income / additions
$976,530

Expenses & distributions

Benefits paid
$1,525,597
Administrative expenses
$2,160
Total expenses
$1,527,757
Net increase / (decrease)
-$551,227

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
National Benefit Services, LLCRECORDKEEPER$4,920$2,9552023
Empower Annuity Insurance CompanyINVESTMENTS$1,414$02023

Related Form 5500 pages