North Texas Village Health Partners, Pa 401(K) Plan — Form 5500 plan (North Texas Village Health Partners, Pa)
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, North Texas Village Health Partners, Pa 401(K) Plan is a benefit plan reported by North Texas Village Health Partners, Pa under EIN 75-2918050 and plan number 001. The latest loaded filing year is 2023. The filing reports 212 participants and $10,286,654 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- North Texas Village Health Partners, Pa
- EIN
- 75-2918050
- Plan number
- 001
- Plan type
- 2
- Location
- Plano, TX
- Latest filing year
- 2023
- Participants
- 212
- End-of-year plan assets
- $10,286,654
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 212 | H, C | 20241015080903NAL0027802769001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,286,654
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,286,654
- Net assets (BOY)
- $8,250,465
Income & contributions
- Employer contributions
- $525,918
- Participant contributions
- $689,712
- Total contributions
- $1,270,506
- Total income / additions
- $2,510,668
Expenses & distributions
- Benefits paid
- $401,466
- Administrative expenses
- $73,013
- Total expenses
- $474,479
- Net increase / (decrease)
- $2,036,189
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Bearid Harris Wealth Management,Inc | ADVISOR | $39,327 | not reported in the loaded dataset | 2023 |
| Huselton, Morgan & Maultsby, P.C. | AUDITOR | $18,000 | not reported in the loaded dataset | 2023 |
| Newport Group, Inc. | RECORDKEEPER | $13,565 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for North Texas Village Health Partners, Pa
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Plano, TX
- Bearid Harris Wealth Management,Inc — Schedule C compensation
- Huselton, Morgan & Maultsby, P.C. — Schedule C compensation
- Newport Group, Inc. — Schedule C compensation