2023 Form 5500 filing — Thomas-Spann Clinic, P.A. 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 20250207124117NAL0013785697001) for Thomas-Spann Clinic, P.A. Profit Sharing Plan, reported by Thomas-Spann Clinic, P.A. under EIN 74-2868847 and plan number 001. It reports 45 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$139.5KReported net assets$139,475
Participants45
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20250207124117NAL0013785697001
Plan sponsor
Thomas-Spann Clinic, P.A.
EIN
74-2868847
Plan number
001
Location
Corpus Christi, TX
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$139.5K total assets
Net assets$139.5KLiabilities$0
Money in vs. money out
Total income / additions$25.4K
Total expenses$103.6K
Benefits paid / distributions$100.3K
Contributions
Employer$0
Participant$0
Full reported line items
Total assets (EOY)
$139,475
Total liabilities (EOY)
$0
Net assets (EOY)
$139,475
Employer contributions
$0
Participant contributions
$0
Total income / additions
$25,359
Benefits paid
$100,296
Administrative expenses
$3,343
Total expenses
$103,639
Net increase / (decrease)
-$78,280

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250207124117NAL0013785697001 cover?
It is the 2023 Form 5500 filing for Thomas-Spann Clinic, P.A. Profit Sharing Plan, reported by Thomas-Spann Clinic, P.A. (EIN 74-2868847).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages