Associated Clinicians Of East Texas Retirement Plan — Form 5500 plan (Associated Clinicians Of East Texas, 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, Associated Clinicians Of East Texas Retirement Plan is a benefit plan reported by Associated Clinicians Of East Texas, Pllc under EIN 35-2585434 and plan number 001. The latest loaded filing year is 2023. The filing reports 538 participants and $24,652,817 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Associated Clinicians Of East Texas, Pllc
EIN
35-2585434
Plan number
001
Plan type
2
Location
Longview, TX
Latest filing year
2023
Participants
538
End-of-year plan assets
$24,652,817

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023538H, C20241015124446NAL0014652659001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$24,652,817
Total liabilities (EOY)
$0
Net assets (EOY)
$24,652,817
Net assets (BOY)
$20,867,872

Income & contributions

Employer contributions
$2,681
Participant contributions
$2,258,470
Total contributions
$2,740,782
Total income / additions
$7,075,430

Expenses & distributions

Benefits paid
$3,270,211
Administrative expenses
$17,254
Total expenses
$3,290,485
Net increase / (decrease)
$3,784,945

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$12,424$02023

Related Form 5500 pages