Southlake Specialty Hospital LLC 401(K) Plan — Form 5500 plan (Southlake Specialty Hosp Llp)
Plain-English plan 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, Southlake Specialty Hospital LLC 401(K) Plan is a benefit plan reported by Southlake Specialty Hosp Llp under EIN 02-0555370 and plan number 001. The latest loaded filing year is 2023. The filing reports 217 participants and $0 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Southlake Specialty Hosp Llp
- EIN
- 02-0555370
- Plan number
- 001
- Plan type
- 2
- Location
- Southlake, TX
- Latest filing year
- 2023
- Participants
- 217
- End-of-year plan assets
- $0
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 217 | H, C | 20240312153847NAL0044916800001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Net assets (BOY)
- $12,861,592
Income & contributions
- Employer contributions
- $14,247
- Participant contributions
- $30,750
- Total contributions
- $44,997
- Total income / additions
- $807,940
Expenses & distributions
- Benefits paid
- $2,212,509
- Administrative expenses
- $16,996
- Total expenses
- $2,230,363
- Net increase / (decrease)
- -$1,422,423
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fsc Securities Corp | ADVISOR | $10,000 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $6,996 | $0 | 2023 |