2023 Form 5500 filing — Cardiology Center Of Amarillo, Llp 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 20250325161935NAL0007851875001) for Cardiology Center Of Amarillo, Llp 401(K) Plan, reported by Cardiology Center Of Amarillo, Llp under EIN 20-0241221 and plan number 001. It reports 129 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)$21.5MReported net assets$21,455,021
Participants129
Provider compensation$38.8K3 Schedule C row(s)$38,831
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250325161935NAL0007851875001
Plan sponsor
Cardiology Center Of Amarillo, Llp
EIN
20-0241221
Plan number
001
Location
Amarillo, 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)$21.5M total assets
Net assets$21.5MLiabilities$0
Money in vs. money out
Total income / additions$4.6M
Total expenses$424.3K
Benefits paid / distributions$293.2K
Contributions
Employer$721.6K
Participant$413.9K
Full reported line items
Total assets (EOY)
$21,455,021
Total liabilities (EOY)
$0
Net assets (EOY)
$21,455,021
Employer contributions
$721,633
Participant contributions
$413,893
Total income / additions
$4,585,600
Benefits paid
$293,197
Administrative expenses
$38,831
Total expenses
$424,329
Net increase / (decrease)
$4,161,271

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Empower Annuity Insurance Company ORECORDKEEPER$21,192$0
Amarillo National BankINVESTMENT ADVISOR$16,555not reported in the loaded dataset
Empower Advisory Group, LLCINVESTMENT MGMT$1,084not reported in the loaded dataset

Related Form 5500 pages