2023 Form 5500 filing — Texas Institute For Surgery, Llp 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 20241015124213NAL0016413875001) for Texas Institute For Surgery, Llp 401(K) Plan, reported by Texas Institute For Surgery, Llp under EIN 77-0628004 and plan number 002. It reports 215 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)$13.2MReported net assets$13,169,911
Participants215
Provider compensation$93.6K4 Schedule C row(s)$93,609
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015124213NAL0016413875001
- Plan sponsor
- Texas Institute For Surgery, Llp
- EIN
- 77-0628004
- Plan number
- 002
- Location
- Dallas, 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)$13.2M total assets
Net assets$13.2MLiabilities—
Full reported line items
- Total assets (EOY)
- $13,169,911
- Net assets (EOY)
- $13,169,911
- Employer contributions
- $401,904
- Participant contributions
- $706,317
- Total income / additions
- $3,080,495
- Benefits paid
- $1,635,824
- Administrative expenses
- $54,401
- Total expenses
- $1,690,225
- Net increase / (decrease)
- $1,390,270
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $36,370 | $0 |
| Raymond James & Associates, Inc. | INVESTMENT ADVISOR | $29,277 | $0 |
| Retirementplans.Com, LLC | CONTRACT ADMIN | $26,336 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,626 | $0 |