Solara Surgical Partners 401(K) Plan — Form 5500 plan (Solara Surgical Partners, LLC)

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, Solara Surgical Partners 401(K) Plan is a benefit plan reported by Solara Surgical Partners, LLC under EIN 26-1444769 and plan number 001. The latest loaded filing year is 2023. The filing reports 274 participants and $4,815,264 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Solara Surgical Partners, LLC
EIN
26-1444769
Plan number
001
Plan type
3
Location
Southlake, TX
Latest filing year
2023
Participants
274
End-of-year plan assets
$4,815,264

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023274H, C20241015102700NAL0055571442001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,815,264
Total liabilities (EOY)
$0
Net assets (EOY)
$4,815,264
Net assets (BOY)
$4,310,498

Income & contributions

Employer contributions
$198,893
Participant contributions
$506,749
Total contributions
$942,223
Total income / additions
$1,543,877

Expenses & distributions

Benefits paid
$779,006
Administrative expenses
$41,973
Total expenses
$820,979
Net increase / (decrease)
$722,898

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance Co. Of AmNONE$20,320$02023
Cetera Advisors Networks LLCNONE$13,886not reported in the loaded dataset2023
Pasi, LLCNONE$5,903$1,6762023

Related Form 5500 pages