2023 Form 5500 filing — Dallas Nephrology Associates 401(K) 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 20240904151413NAL0036704224001) for Dallas Nephrology Associates 401(K) Profit Sharing Plan, reported by Dallas Nephrology Associates P. A. under EIN 75-1366650 and plan number 004. It reports 451 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$101.3MReported net assets$101,340,512
Participants451
Provider compensation$60.9K3 Schedule C row(s)$60,921
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240904151413NAL0036704224001
Plan sponsor
Dallas Nephrology Associates P. A.
EIN
75-1366650
Plan number
004
Location
Dallas, 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 H · 2023

Reported financial snapshot

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

Reported balance (end of year)$101.3M total assets
Net assets$101.3MLiabilities$0
Money in vs. money out
Total income / additions$19.8M
Total expenses$4.6M
Benefits paid / distributions$4.5M
Contributions
Employer$1.1M
Participant$3.4M
Full reported line items
Total assets (EOY)
$101,340,512
Total liabilities (EOY)
$0
Net assets (EOY)
$101,340,512
Employer contributions
$1,058,090
Participant contributions
$3,418,901
Total income / additions
$19,841,386
Benefits paid
$4,534,098
Administrative expenses
$60,921
Total expenses
$4,600,692
Net increase / (decrease)
$15,240,694
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    OTHER · Direct $59.1K
  2. 2
    INVESTMENT MGMT · Direct $1.8K
  3. 3
    RECORDKEEPER · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240904151413NAL0036704224001 cover?
It is the 2023 Form 5500 filing for Dallas Nephrology Associates 401(K) Profit Sharing Plan, reported by Dallas Nephrology Associates P. A. (EIN 75-1366650).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages