Plan5500

Orthotexas 401(K) Plan — Form 5500 plan (Orthotexas Physicians And Surgeons, Pllc)

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, Orthotexas 401(K) Plan is a benefit plan reported by Orthotexas Physicians And Surgeons, Pllc under EIN 27-3463481 and plan number 002. The latest loaded filing year is 2023. The filing reports 139 participants and $16,536,177 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$16.5MPlan net assets, end of year$16,536,177
Participants139Covered participants reported
Assets / participant$119KComputed: assets ÷ participants$118,965 (computed)
Provider compensation$61.3K5 Schedule C provider row(s)$61,262
Plan sponsor
Orthotexas Physicians And Surgeons, Pllc
EIN
27-3463481
Plan number
002
Plan type
2
Location
Carrollton, TX
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    139 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$16.5M total assets
Net assets$16.5MLiabilities—
Money in vs. money out
Total income / additions$3.4M
Total expenses$2.9M
Benefits paid / distributions$2.9M
Contributions
Employer$447.6K
Participant$562K
Full reported line items

Net assets

Total assets (EOY)
$16,536,177
Net assets (EOY)
$16,536,177
Net assets (BOY)
$15,966,307

Income & contributions

Employer contributions
$447,641
Participant contributions
$561,950
Total contributions
$1,009,591
Total income / additions
$3,423,265

Expenses & distributions

Benefits paid
$2,851,040
Administrative expenses
$999
Total expenses
$2,853,395
Net increase / (decrease)
$569,870
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 44%Participant 56%
Total expenses ÷ net assets17%Computed ratio
Benefits paid ÷ total income83%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Definiti LLC.$27.9K
    THIRD PARTY ADMINISTRATOR · Direct $19.6K · Indirect $8.4K
  2. 2
    Global Retirement Partners$19K
    INVESTMENT ADVISOR · Direct $19K
  3. 3
    Wells Fargo Advisors, LLC$13K
    INVESTMENT ADVISOR · Direct $13K
  4. 4
    Empower Annuity Insurance Company$1.3K
    RECORDKEEPER · Direct $1.3K
  5. 5
    Empower Advisory Group, LLC$35
    INVESTMENT MGMT · Direct $35

What to inspect next

Frequently asked questions

Who sponsors the Orthotexas 401(K) Plan?
Orthotexas 401(K) Plan is reported as sponsored by Orthotexas Physicians And Surgeons, Pllc (EIN 27-3463481, plan number 002) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Orthotexas 401(K) Plan?
The latest Form 5500 filing year loaded for Orthotexas 401(K) Plan is 2023.
How many participants does Orthotexas 401(K) Plan report?
Orthotexas 401(K) Plan reports 139 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Orthotexas 401(K) Plan?
Orthotexas 401(K) Plan reports $16,536,177 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages