2023 Form 5500 filing — Hea Clinic, P.A. 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 20241015135320NAL0014763251001) for Hea Clinic, P.A. 401(K) Plan, reported by Hea Clinic, P.A. Dba Houston Eye Associates under EIN 76-0512625 and plan number 001. It reports 704 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015135320NAL0014763251001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Hea Clinic, P.A. Dba Houston Eye Associates
- EIN
- 76-0512625
- Plan number
- 001
- Location
- Houston, TX
- Participants
- 704
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $61,696,243
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $61,696,243
- Employer contributions
- $2,594,795
- Participant contributions
- $2,216,294
- Total income / additions
- $13,420,582
- Benefits paid
- $7,162,754
- Administrative expenses
- $45,251
- Total expenses
- $7,263,205
- Net increase / (decrease)
- $6,157,377
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Vanguard Group, Imc. | RECORDKEEPER | $21,683 | $0 |
| Pinnacle Plan Design, LLC | TPA | $15,263 | $0 |
| Definiti, LLC | CONSULTANT | $3,153 | $0 |
| Merrill Lynch, Pierce, Fenner And S | RECORDKEEPER | $2,564 | $0 |