2023 Form 5500 filing — Medical & Surgical Clinic Of Irving Profit Sharing Plan & Trust
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 20240823162850NAL0006631377001) for Medical & Surgical Clinic Of Irving Profit Sharing Plan & Trust, reported by Medical & Surgical Clinc Of Irving, Pa under EIN 75-1365258 and plan number 001. It reports 138 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240823162850NAL0006631377001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Medical & Surgical Clinc Of Irving, Pa
- EIN
- 75-1365258
- Plan number
- 001
- Location
- Irving, TX
- Participants
- 138
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,420,884
- Net assets (EOY)
- $6,420,884
- Total income / additions
- $664,075
- Benefits paid
- $231,848
- Administrative expenses
- $162,632
- Total expenses
- $394,480
- Net increase / (decrease)
- $269,595
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Leverage Retirement, Inc. | NONE | $140,665 | not reported in the loaded dataset |
| Huselton Morgan & Maultsby | NONE | $21,825 | not reported in the loaded dataset |