2023 Form 5500 filing — Dallas Pulmonary And Critical 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 20241002184408NAL0005117907001) for Dallas Pulmonary And Critical 401(K) Profit Sharing Plan, reported by Dallas Pulmonary And Critical under EIN 45-4323821 and plan number 001. It reports 131 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)$8.8MReported net assets$8,788,118
Participants131
Provider compensation$25.6K3 Schedule C row(s)$25,561
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241002184408NAL0005117907001
Plan sponsor
Dallas Pulmonary And Critical
EIN
45-4323821
Plan number
001
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)$8.8M total assets
Net assets$8.8MLiabilities
Money in vs. money out
Total income / additions$3.6M
Total expenses$357.2K
Benefits paid / distributions$324.7K
Contributions
Employer$748.1K
Participant$1.4M
Full reported line items
Total assets (EOY)
$8,788,118
Net assets (EOY)
$8,788,118
Employer contributions
$748,078
Participant contributions
$1,353,196
Total income / additions
$3,560,406
Benefits paid
$324,724
Administrative expenses
$32,476
Total expenses
$357,200
Net increase / (decrease)
$3,203,206
Schedule C

Reported service provider compensation

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

  1. 1
    ADVISOR · Direct $11.8K
  2. 2
    RECORDKEEPER · Direct $7.6K
  3. 3
    INVESTMENT ADVISORY · Direct $6.1K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241002184408NAL0005117907001 cover?
It is the 2023 Form 5500 filing for Dallas Pulmonary And Critical 401(K) Profit Sharing Plan, reported by Dallas Pulmonary And Critical (EIN 45-4323821).
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