Texas Orthopedic Specialists, Pllc 401(K) Profit Sharing Plan — Form 5500 plan (Texas Orthopedic Specialists, P.L.L C.)

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, Texas Orthopedic Specialists, Pllc 401(K) Profit Sharing Plan is a benefit plan reported by Texas Orthopedic Specialists, P.L.L C. under EIN 51-0461913 and plan number 001. The latest loaded filing year is 2023. The filing reports 98 participants and $4,151,327 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Texas Orthopedic Specialists, P.L.L C.
EIN
51-0461913
Plan number
001
Plan type
2
Location
Bedford, TX
Latest filing year
2023
Participants
98
End-of-year plan assets
$4,151,327

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202398I20240618100247NAL0001758387001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$4,151,327
Net assets (EOY)
$4,151,327
Net assets (BOY)
$3,567,476

Income & contributions

Employer contributions
$156,237
Participant contributions
$241,784
Total income / additions
$915,286

Expenses & distributions

Benefits paid
$295,382
Administrative expenses
$36,053
Total expenses
$331,435
Net increase / (decrease)
$583,851

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages