Spine Team Texas, Pa Profit Sharing 401(K) Plan And Trust — Form 5500 plan (Spine Team Texas, P.A.)

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, Spine Team Texas, Pa Profit Sharing 401(K) Plan And Trust is a benefit plan reported by Spine Team Texas, P.A. under EIN 20-1696636 and plan number 001. The latest loaded filing year is 2023. The filing reports 297 participants and $9,904,738 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Spine Team Texas, P.A.
EIN
20-1696636
Plan number
001
Plan type
2
Location
Southlake, TX
Latest filing year
2023
Participants
297
End-of-year plan assets
$9,904,738

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023297H, C20241003142757NAL0009954593001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$9,904,738
Total liabilities (EOY)
$0
Net assets (EOY)
$9,904,738
Net assets (BOY)
$7,898,723

Income & contributions

Employer contributions
$275,766
Participant contributions
$559,822
Total contributions
$987,374
Total income / additions
$2,403,682

Expenses & distributions

Benefits paid
$353,931
Administrative expenses
$43,736
Total expenses
$397,667
Net increase / (decrease)
$2,006,015

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Asset Management CorpRIA$13,841not reported in the loaded dataset2023
Kestra Advisory ServicesRIA$7,441not reported in the loaded dataset2023

Related Form 5500 pages