2023 Form 5500 filing — South Texas Radiology Group Profit Sharing 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 20241015164736NAL0029162321005) for South Texas Radiology Group Profit Sharing Plan And Trust, reported by South Texas Radiology Group, P.A. under EIN 74-1671142 and plan number 001. It reports 189 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015164736NAL0029162321005
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- South Texas Radiology Group, P.A.
- EIN
- 74-1671142
- Plan number
- 001
- Location
- San Antonio, TX
- Participants
- 189
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $104,630,381
- Net assets (EOY)
- $104,630,381
- Employer contributions
- $3,118,592
- Participant contributions
- $1,928,528
- Total income / additions
- $24,049,056
- Benefits paid
- $7,145,486
- Administrative expenses
- $58,439
- Total expenses
- $7,210,111
- Net increase / (decrease)
- $16,838,945
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Smith Anglin Financial LLC | NONE | $33,107 | not reported in the loaded dataset |
| Hightower Advisors LLC | NONE | $13,036 | not reported in the loaded dataset |
| Schwab Retirement Plan Services,Inc | NONE | $9,867 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $255 | $0 |