2023 Form 5500 filing — Tde 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 20241010095935NAL0040365522001) for Tde 401(K) Plan, reported by Texas Diabetes & Endocrinology Pa under EIN 74-2999300 and plan number 001. It reports 152 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)$14.3MReported net assets$14,265,865
Participants152
Provider compensation$24.1K3 Schedule C row(s)$24,122
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241010095935NAL0040365522001
Plan sponsor
Texas Diabetes & Endocrinology Pa
EIN
74-2999300
Plan number
001
Location
Austin, 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)$14.3M total assets
Net assets$14.3MLiabilities
Money in vs. money out
Total income / additions$3.5M
Total expenses$1.3M
Benefits paid / distributions$1.3M
Contributions
Employer$685.3K
Participant$504.7K
Full reported line items
Total assets (EOY)
$14,265,865
Net assets (EOY)
$14,265,865
Employer contributions
$685,330
Participant contributions
$504,744
Total income / additions
$3,472,286
Benefits paid
$1,303,786
Administrative expenses
$24,121
Total expenses
$1,327,907
Net increase / (decrease)
$2,144,379
Schedule C

Reported service provider compensation

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

  1. 1
    ADVISOR · Direct $14.6K
  2. 2
    RECORDKEEPER · Direct $9.5K · Indirect $0
  3. 3
    ADVISOR · Direct $70

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241010095935NAL0040365522001 cover?
It is the 2023 Form 5500 filing for Tde 401(K) Plan, reported by Texas Diabetes & Endocrinology Pa (EIN 74-2999300).
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