West Texas Health, Pllc. Retirement And Savings Plan — Form 5500 plan (West Texas Health, Pllc)

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, West Texas Health, Pllc. Retirement And Savings Plan is a benefit plan reported by West Texas Health, Pllc under EIN 87-2044230 and plan number 002. The latest loaded filing year is 2023. The filing reports 268 participants and $15,184,592 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
West Texas Health, Pllc
EIN
87-2044230
Plan number
002
Plan type
3
Location
Abilene, TX
Latest filing year
2023
Participants
268
End-of-year plan assets
$15,184,592

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023268H, C20241004091915NAL0006547987001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$15,184,592
Total liabilities (EOY)
$81,501
Net assets (EOY)
$15,103,091
Net assets (BOY)
$12,630,550

Income & contributions

Employer contributions
$575,571
Participant contributions
$512,128
Total contributions
$1,158,094
Total income / additions
$3,218,644

Expenses & distributions

Benefits paid
$642,318
Administrative expenses
$34,602
Total expenses
$746,103
Net increase / (decrease)
$2,472,541

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fid Invest Inst Ops CoRECORDKEEPER$30,713$02023

Related Form 5500 pages