2023 Form 5500 filing — New Mexico Oncology Hematology Consultants, Ltd 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 20240926152339NAL0000483923001) for New Mexico Oncology Hematology Consultants, Ltd 401(K) Profit Sharing Plan, reported by New Mexico Oncology Hematology Consultants, Ltd under EIN 85-0367056 and plan number 001. It reports 289 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)$27.2MReported net assets$27,249,263
Participants289
Provider compensation$103K3 Schedule C row(s)$103,045
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240926152339NAL0000483923001
Plan sponsor
New Mexico Oncology Hematology Consultants, Ltd
EIN
85-0367056
Plan number
001
Location
Albuquerque, NM
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)$27.2M total assets
Net assets$27.2MLiabilities$0
Money in vs. money out
Total income / additions$6.5M
Total expenses$1.6M
Benefits paid / distributions$1.5M
Contributions
Employer$1.5M
Participant$1.2M
Full reported line items
Total assets (EOY)
$27,249,263
Total liabilities (EOY)
$0
Net assets (EOY)
$27,249,263
Employer contributions
$1,506,100
Participant contributions
$1,234,359
Total income / additions
$6,485,722
Benefits paid
$1,471,255
Administrative expenses
$103,045
Total expenses
$1,574,300
Net increase / (decrease)
$4,911,422
Schedule C

Reported service provider compensation

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

  1. 1
    INVESTMENT ADVISOR · Direct $79.6K
  2. 2
    INVESTMENT MGMT · Direct $13.8K
  3. 3
    RECORDKEEPER · Direct $9.7K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240926152339NAL0000483923001 cover?
It is the 2023 Form 5500 filing for New Mexico Oncology Hematology Consultants, Ltd 401(K) Profit Sharing Plan, reported by New Mexico Oncology Hematology Consultants, Ltd (EIN 85-0367056).
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