2023 Form 5500 filing — Ear, Nose & Throat Associates Of East Texas Retirement 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 20240805085451NAL0000949793001) for Ear, Nose & Throat Associates Of East Texas Retirement Plan, reported by Heaton Ear, Nose & Throat Associates Of East Texas under EIN 75-1988042 and plan number 001. It reports 69 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$4.7MReported net assets$4,688,904
Participants69
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240805085451NAL0000949793001
Plan sponsor
Heaton Ear, Nose & Throat Associates Of East Texas
EIN
75-1988042
Plan number
001
Location
Tyler, 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)$4.7M total assets
Net assets$4.7MLiabilities$0
Money in vs. money out
Total income / additions$1.2M
Total expenses$392.3K
Benefits paid / distributions$392.2K
Contributions
Employer$278K
Participant$190.4K
Full reported line items
Total assets (EOY)
$4,688,904
Total liabilities (EOY)
$0
Net assets (EOY)
$4,688,904
Employer contributions
$278,032
Participant contributions
$190,371
Total income / additions
$1,242,892
Benefits paid
$392,158
Administrative expenses
$150
Total expenses
$392,308
Net increase / (decrease)
$850,584

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240805085451NAL0000949793001 cover?
It is the 2023 Form 5500 filing for Ear, Nose & Throat Associates Of East Texas Retirement Plan, reported by Heaton Ear, Nose & Throat Associates Of East Texas (EIN 75-1988042).
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