2023 Form 5500 filing — Consultants In Cardio-Thoracic & Vascular Surgery, P.A. Profit Sharing Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240207080253NAL0044065664001) for Consultants In Cardio-Thoracic & Vascular Surgery, P.A. Profit Sharing Plan, reported by Consultants In Cardio-Thoracic & Vascular Surgery, P.A. under EIN 75-2066028 and plan number 001. It reports 4 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$4.8MReported net assets$4,837,982
Participants4
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240207080253NAL0044065664001
Plan sponsor
Consultants In Cardio-Thoracic & Vascular Surgery, P.A.
EIN
75-2066028
Plan number
001
Location
Fort Worth, TX
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$4.8M total assets
Net assets$4.8MLiabilities
Money in vs. money out
Total income / additions$792K
Total expenses$960K
Benefits paid / distributions$960K
Contributions
Employer$150.7K
Participant$0
Full reported line items
Total assets (EOY)
$4,837,982
Net assets (EOY)
$4,837,982
Employer contributions
$150,715
Participant contributions
$0
Total income / additions
$791,954
Benefits paid
$960,000
Administrative expenses
$0
Total expenses
$960,000
Net increase / (decrease)
-$168,046

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240207080253NAL0044065664001 cover?
It is the 2023 Form 5500 filing for Consultants In Cardio-Thoracic & Vascular Surgery, P.A. Profit Sharing Plan, reported by Consultants In Cardio-Thoracic & Vascular Surgery, P.A. (EIN 75-2066028).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages