2023 Form 5500 filing — Texans Anesthesiology Associates 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 20241104094753NAL0007428545001) for Texans Anesthesiology Associates 401(K) Plan, reported by Texans Anesthesia Associates Pllc under EIN 26-0507982 and plan number 001. It reports 153 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241104094753NAL0007428545001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Texans Anesthesia Associates Pllc
- EIN
- 26-0507982
- Plan number
- 001
- Location
- Houston, TX
- Participants
- 153
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $18,887,892
- Total liabilities (EOY)
- $35
- Net assets (EOY)
- $18,887,857
- Employer contributions
- $539,712
- Participant contributions
- $1,319,546
- Total income / additions
- $4,530,965
- Benefits paid
- $1,127,486
- Administrative expenses
- $15,155
- Total expenses
- $1,142,641
- Net increase / (decrease)
- $3,388,324
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Leafhouse Financial Advisors | SERVICE PROVIDER | $8,172 | not reported in the loaded dataset |
| The Haslauer Group, Inc. | TPA | $0 | $7,898 |
| Voya Retirement Ins & Annuity Co | SERVICE PROVIDER | $1,742 | $0 |
| Morningstar Investment Mgmt | INVESTMENT ADVISORY | $1,742 | not reported in the loaded dataset |