Houston Physician Hospital Employees Savings Plan — Form 5500 plan (Houston Physician Hospital)

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, Houston Physician Hospital Employees Savings Plan is a benefit plan reported by Houston Physician Hospital under EIN 57-1145567 and plan number 001. The latest loaded filing year is 2023. The filing reports 367 participants and $9,938,503 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$9.9MPlan net assets, end of year$9,938,503
Participants367Covered participants reported
Assets / participant$27.1KComputed: assets ÷ participants$27,080 (computed)
Provider compensation$70.7K2 Schedule C provider row(s)$70,738
Plan sponsor
Houston Physician Hospital
EIN
57-1145567
Plan number
001
Plan type
2
Location
Webster, TX
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023367H, C20241015143221NAL0049926112001
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)$9.9M total assets
Net assets$9.9MLiabilities$0
Money in vs. money out
Total income / additions$4.1M
Total expenses$1M
Benefits paid / distributions$931.5K
Contributions
Employer$665.9K
Participant$1.3M
Full reported line items

Net assets

Total assets (EOY)
$9,938,503
Total liabilities (EOY)
$0
Net assets (EOY)
$9,938,503
Net assets (BOY)
$6,857,509

Income & contributions

Employer contributions
$665,927
Participant contributions
$1,294,585
Total contributions
$2,579,204
Total income / additions
$4,087,395

Expenses & distributions

Benefits paid
$931,512
Administrative expenses
$74,889
Total expenses
$1,006,401
Net increase / (decrease)
$3,080,994
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 34%Participant 66%
Total expenses ÷ net assets10%Computed ratio
Benefits paid ÷ total income23%Computed ratio
Provider comp. ÷ net assets1%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
World Equity Group Inc.NONE$41,509not reported in the loaded dataset2023
Cpi Qualified Plan Consultants, IncNONE$29,229not reported in the loaded dataset2023

Related Form 5500 pages