2023 Form 5500 filing — West Plano Medical Associates 401(K)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 20240529092409NAL0005882019001) for West Plano Medical Associates 401(K)Plan, reported by West Plano Medical Associates under EIN 33-1072418 and plan number 001. It reports 12 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$629.2KReported net assets$629,238
Participants12
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240529092409NAL0005882019001
Plan sponsor
West Plano Medical Associates
EIN
33-1072418
Plan number
001
Location
Plano, 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)$629.2K total assets
Net assets$629.2KLiabilities
Money in vs. money out
Total income / additions$140.9K
Total expenses$20.7K
Benefits paid / distributions$20.7K
Contributions
Employer$45.3K
Participant$34.4K
Full reported line items
Total assets (EOY)
$629,238
Net assets (EOY)
$629,238
Employer contributions
$45,341
Participant contributions
$34,357
Total income / additions
$140,882
Benefits paid
$20,660
Administrative expenses
$0
Total expenses
$20,660
Net increase / (decrease)
$120,222

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240529092409NAL0005882019001 cover?
It is the 2023 Form 5500 filing for West Plano Medical Associates 401(K)Plan, reported by West Plano Medical Associates (EIN 33-1072418).
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