2023 Form 5500 filing — Houston Ear Nose & Throat Clinic 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 20241009105927NAL0009129187003) for Houston Ear Nose & Throat Clinic 401(K) Profit Sharing Plan, reported by Houston Ear, Nose & Throat Clinic, Llp under EIN 74-1195579 and plan number 002. It reports 160 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009105927NAL0009129187003
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Houston Ear, Nose & Throat Clinic, Llp
- EIN
- 74-1195579
- Plan number
- 002
- Location
- Sugarland, TX
- Participants
- 160
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $23,645,234
- Net assets (EOY)
- $23,645,234
- Employer contributions
- $742,856
- Participant contributions
- $828,078
- Total income / additions
- $4,962,588
- Benefits paid
- $2,359,651
- Administrative expenses
- $76,968
- Total expenses
- $2,431,230
- Net increase / (decrease)
- $2,531,358
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Soverign Wealth Advisors LLC | INVESTMENT ADVISOR | $40,000 | $0 |
| Armanino Llp | AUDITOR | $26,250 | $0 |
| Flexpath Strategies LLC | OTHER | $11,083 | $0 |
| Nova 401(K) Associates | TPA | $6,695 | $0 |