2023 Form 5500 filing — Allergy And Ent Associates, Pllc 401(K) Plan And Trust
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 20241015100347NAL0055488546001) for Allergy And Ent Associates, Pllc 401(K) Plan And Trust, reported by Allergy & Ent Associates, Pllc under EIN 74-2007863 and plan number 001. It reports 243 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015100347NAL0055488546001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Allergy & Ent Associates, Pllc
- EIN
- 74-2007863
- Plan number
- 001
- Location
- Houston, TX
- Participants
- 243
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $18,340,108
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,340,108
- Employer contributions
- $376,009
- Participant contributions
- $763,256
- Total income / additions
- $3,781,001
- Benefits paid
- $358,831
- Administrative expenses
- $45,589
- Total expenses
- $404,420
- Net increase / (decrease)
- $3,376,581
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Bok Financial Asset Mgmt Inc | NONE | $39,995 | not reported in the loaded dataset |
| Charles Schwab Trust Bank | NONE | $5,594 | $0 |