2023 Form 5500 filing — Head & Neck Associates Of Orange County 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 20241011171342NAL0012793795001) for Head & Neck Associates Of Orange County 401(K) Plan, reported by Head And Neck Associates Of Orange County, Inc. under EIN 95-3856252 and plan number 003. It reports 125 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011171342NAL0012793795001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Head And Neck Associates Of Orange County, Inc.
- EIN
- 95-3856252
- Plan number
- 003
- Location
- Mission Viejo, CA
- Participants
- 125
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,511,994
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,511,994
- Employer contributions
- $603,710
- Participant contributions
- $394,367
- Total income / additions
- $2,595,646
- Benefits paid
- $1,248,097
- Administrative expenses
- $101,784
- Total expenses
- $1,349,881
- Net increase / (decrease)
- $1,245,765
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lincoln National Corporation | SERVICE PROVIDER | $27,020 | $0 |
| Economic Group Pension Services | TPA | $9,429 | not reported in the loaded dataset |