2023 Form 5500 filing — Solis Mammography 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 20240926124720NAL0000783569001) for Solis Mammography 401(K) Plan, reported by Comprehensive Breast Care Center Of Texas, Inc. under EIN 75-2291923 and plan number 001. It reports 1,670 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240926124720NAL0000783569001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Comprehensive Breast Care Center Of Texas, Inc.
- EIN
- 75-2291923
- Plan number
- 001
- Location
- Addison, TX
- Participants
- 1,670
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $61,808,051
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $61,808,051
- Employer contributions
- $2,169,563
- Participant contributions
- $5,516,812
- Total income / additions
- $18,364,235
- Benefits paid
- $6,268,385
- Administrative expenses
- $172,896
- Total expenses
- $6,440,644
- Net increase / (decrease)
- $11,923,591
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $83,244 | $0 |
| Visionpoint Advisory Group | CONSULTANT | $36,000 | not reported in the loaded dataset |
| Nfp Retirement, Inc. | CONSULTANT | $26,217 | not reported in the loaded dataset |
| Accelerate Investment Advisors LLC | CONSULTANT | $12,000 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $8,394 | not reported in the loaded dataset |
| Baker Tilly Us, Llp | ACCOUNTANT/AUDITOR | $7,088 | not reported in the loaded dataset |