2023 Form 5500 filing — San Antonio Preventive & Diagnostic Medicine, P.A. 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 20240820140455NAL0001495539001) for San Antonio Preventive & Diagnostic Medicine, P.A. 401(K) Plan, reported by San Antonio Preventive & Diagnostic Medicine, P.A. under EIN 74-2855569 and plan number 001. It reports 46 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$4,802,650
Participants46
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240820140455NAL0001495539001
Plan sponsor
San Antonio Preventive & Diagnostic Medicine, P.A.
EIN
74-2855569
Plan number
001
Location
San Antonio, 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$0
Money in vs. money out
Total income / additions$941.8K
Total expenses$1.3M
Benefits paid / distributions$1.2M
Contributions
Employer$79.9K
Participant$39.8K
Full reported line items
Total assets (EOY)
$4,802,650
Total liabilities (EOY)
$0
Net assets (EOY)
$4,802,650
Employer contributions
$79,862
Participant contributions
$39,768
Total income / additions
$941,844
Benefits paid
$1,248,815
Administrative expenses
$16,696
Total expenses
$1,265,511
Net increase / (decrease)
-$323,667

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240820140455NAL0001495539001 cover?
It is the 2023 Form 5500 filing for San Antonio Preventive & Diagnostic Medicine, P.A. 401(K) Plan, reported by San Antonio Preventive & Diagnostic Medicine, P.A. (EIN 74-2855569).
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