2023 Form 5500 filing — Pathology Associates Of San Antonio 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 20250105212347NAL0004055395001) for Pathology Associates Of San Antonio 401(K) Plan, reported by Pathology Associates Of San Antonio under EIN 74-2593607 and plan number 002. It reports 214 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)$28.1MReported net assets$28,148,212
Participants214
Provider compensation$108.2K5 Schedule C row(s)$108,240
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250105212347NAL0004055395001
- Plan sponsor
- Pathology Associates Of San Antonio
- EIN
- 74-2593607
- Plan number
- 002
- Location
- San Antonio, 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)$28.2M total assets
Net assets$28.1MLiabilities$25.8K
Full reported line items
- Total assets (EOY)
- $28,174,045
- Total liabilities (EOY)
- $25,833
- Net assets (EOY)
- $28,148,212
- Employer contributions
- $1,195,638
- Participant contributions
- $589,879
- Total income / additions
- $6,368,544
- Benefits paid
- $3,667,128
- Administrative expenses
- $46,970
- Total expenses
- $3,742,571
- Net increase / (decrease)
- $2,625,973
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Combs Capital Partners | SERVICE PROVIDER | $0 | $63,797 |
| Weaver And Tidwell, Llp | SERVICE PROVIDER | $16,480 | not reported in the loaded dataset |
| Loren D. Stark Company | THIRD PARTY ADMINISTRATO | $0 | $12,561 |
| Morningstar Inv. Mangement | SERVICE PROVIDER | $7,701 | not reported in the loaded dataset |
| Voya Retirement Ins & Annuity Co | INVESTMENT ADVISORY | $7,701 | not reported in the loaded dataset |