2023 Form 5500 filing — Immunotek Bio Centers, LLC 401(K) Savings 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 20241106104746NAL0014608880001) for Immunotek Bio Centers, LLC 401(K) Savings Plan, reported by Immunotek Bio Centers, LLC under EIN 46-3136583 and plan number 001. It reports 471 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)$5.3MReported net assets$5,334,723
Participants471
Provider compensation$49.2K2 Schedule C row(s)$49,162
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241106104746NAL0014608880001
Plan sponsor
Immunotek Bio Centers, LLC
EIN
46-3136583
Plan number
001
Location
Southlake, 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)$5.3M total assets
Net assets$5.3MLiabilities$0
Money in vs. money out
Total income / additions$3.1M
Total expenses$1.6M
Benefits paid / distributions$1.5M
Contributions
Employer$725.6K
Participant$1.5M
Full reported line items
Total assets (EOY)
$5,334,723
Total liabilities (EOY)
$0
Net assets (EOY)
$5,334,723
Employer contributions
$725,564
Participant contributions
$1,475,283
Total income / additions
$3,117,499
Benefits paid
$1,518,343
Administrative expenses
$49,115
Total expenses
$1,567,458
Net increase / (decrease)
$1,550,041

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$35,897$0
Visionpoint Advisory Group LLCINVESTMENT ADVISORY$13,218$47

Related Form 5500 pages