2023 Form 5500 filing — North Texas Village Health Partners, Pa 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 20241015080903NAL0027802769001) for North Texas Village Health Partners, Pa 401(K) Plan, reported by North Texas Village Health Partners, Pa under EIN 75-2918050 and plan number 001. It reports 212 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)$10.3MReported net assets$10,286,654
Participants212
Provider compensation$70.9K3 Schedule C row(s)$70,892
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015080903NAL0027802769001
- Plan sponsor
- North Texas Village Health Partners, Pa
- EIN
- 75-2918050
- Plan number
- 001
- Location
- Plano, TX
- Received date
- not reported in the loaded dataset
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)$10.3M total assets
Net assets$10.3MLiabilities$0
Full reported line items
- Total assets (EOY)
- $10,286,654
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,286,654
- Employer contributions
- $525,918
- Participant contributions
- $689,712
- Total income / additions
- $2,510,668
- Benefits paid
- $401,466
- Administrative expenses
- $73,013
- Total expenses
- $474,479
- Net increase / (decrease)
- $2,036,189
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Bearid Harris Wealth Management,Inc | ADVISOR | $39,327 | not reported in the loaded dataset |
| Huselton, Morgan & Maultsby, P.C. | AUDITOR | $18,000 | not reported in the loaded dataset |
| Newport Group, Inc. | RECORDKEEPER | $13,565 | $0 |