2023 Form 5500 filing — Valley Ear, Nose & Throat Specialists, P.A. 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 20251016161437NAL0006490465001) for Valley Ear, Nose & Throat Specialists, P.A. 401(K) Plan, reported by Valley Ear Nose & Throat Specialist P.A. under EIN 74-2139209 and plan number 001. It reports 147 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20251016161437NAL0006490465001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Valley Ear Nose & Throat Specialist P.A.
- EIN
- 74-2139209
- Plan number
- 001
- Location
- Mcallen, TX
- Participants
- 147
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,469,330
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,469,330
- Employer contributions
- $84,833
- Participant contributions
- $134,231
- Total income / additions
- $976,530
- Benefits paid
- $1,525,597
- Administrative expenses
- $2,160
- Total expenses
- $1,527,757
- Net increase / (decrease)
- -$551,227
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| National Benefit Services, LLC | RECORDKEEPER | $4,920 | $2,955 |
| Empower Annuity Insurance Company | INVESTMENTS | $1,414 | $0 |