2023 Form 5500 filing — Dallas Plastic Surgery Institute, Inc. 401(K) Profit Sharing 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 20241101171151NAL0003867985001) for Dallas Plastic Surgery Institute, Inc. 401(K) Profit Sharing Plan, reported by Dallas Plastic Surgery Institute, Inc. under EIN 75-2404682 and plan number 004. It reports 134 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)$16.8MReported net assets$16,837,040
Participants134
Provider compensation$41.3K2 Schedule C row(s)$41,251
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241101171151NAL0003867985001
Plan sponsor
Dallas Plastic Surgery Institute, Inc.
EIN
75-2404682
Plan number
004
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)$16.8M total assets
Net assets$16.8MLiabilities$0
Money in vs. money out
Total income / additions$4.3M
Total expenses$120.6K
Benefits paid / distributions$57.8K
Contributions
Employer$723.4K
Participant$699.3K
Full reported line items
Total assets (EOY)
$16,837,040
Total liabilities (EOY)
$0
Net assets (EOY)
$16,837,040
Employer contributions
$723,418
Participant contributions
$699,313
Total income / additions
$4,251,756
Benefits paid
$57,791
Administrative expenses
$62,850
Total expenses
$120,641
Net increase / (decrease)
$4,131,115

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Northwestern Mutual InvestmentBROKER/DEALER$0$29,654
AscensusTHIRD PARTY ADMINISTRATO$0$11,597

Related Form 5500 pages