Pathology Associates Of San Antonio 401(K) Plan — Form 5500 plan (Pathology Associates Of San Antonio)

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, Pathology Associates Of San Antonio 401(K) Plan is a benefit plan reported by Pathology Associates Of San Antonio under EIN 74-2593607 and plan number 002. The latest loaded filing year is 2023. The filing reports 214 participants and $28,174,045 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Pathology Associates Of San Antonio
EIN
74-2593607
Plan number
002
Plan type
2
Location
San Antonio, TX
Latest filing year
2023
Participants
214
End-of-year plan assets
$28,174,045

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023214H, C20250105212347NAL0004055395001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$28,174,045
Total liabilities (EOY)
$25,833
Net assets (EOY)
$28,148,212
Net assets (BOY)
$25,522,239

Income & contributions

Employer contributions
$1,195,638
Participant contributions
$589,879
Total contributions
$1,785,517
Total income / additions
$6,368,544

Expenses & distributions

Benefits paid
$3,667,128
Administrative expenses
$46,970
Total expenses
$3,742,571
Net increase / (decrease)
$2,625,973

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Combs Capital PartnersSERVICE PROVIDER$0$63,7972023
Weaver And Tidwell, LlpSERVICE PROVIDER$16,480not reported in the loaded dataset2023
Loren D. Stark CompanyTHIRD PARTY ADMINISTRATO$0$12,5612023
Morningstar Inv. MangementSERVICE PROVIDER$7,701not reported in the loaded dataset2023
Voya Retirement Ins & Annuity CoINVESTMENT ADVISORY$7,701not reported in the loaded dataset2023

Related Form 5500 pages