Houston Ear Nose & Throat Clinic 401(K) Profit Sharing Plan — Form 5500 plan (Houston Ear, Nose & Throat Clinic, Llp)
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 Ear Nose & Throat Clinic 401(K) Profit Sharing Plan is a benefit plan reported by Houston Ear, Nose & Throat Clinic, Llp under EIN 74-1195579 and plan number 002. The latest loaded filing year is 2023. The filing reports 160 participants and $23,645,234 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Houston Ear, Nose & Throat Clinic, Llp
- EIN
- 74-1195579
- Plan number
- 002
- Plan type
- 2
- Location
- Sugarland, TX
- Latest filing year
- 2023
- Participants
- 160
- End-of-year plan assets
- $23,645,234
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 160 | H, C | 20241009105927NAL0009129187003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $23,645,234
- Net assets (EOY)
- $23,645,234
- Net assets (BOY)
- $21,113,876
Income & contributions
- Employer contributions
- $742,856
- Participant contributions
- $828,078
- Total contributions
- $1,582,628
- Total income / additions
- $4,962,588
Expenses & distributions
- Benefits paid
- $2,359,651
- Administrative expenses
- $76,968
- Total expenses
- $2,431,230
- Net increase / (decrease)
- $2,531,358
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Soverign Wealth Advisors LLC | INVESTMENT ADVISOR | $40,000 | $0 | 2023 |
| Armanino Llp | AUDITOR | $26,250 | $0 | 2023 |
| Flexpath Strategies LLC | OTHER | $11,083 | $0 | 2023 |
| Nova 401(K) Associates | TPA | $6,695 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Houston Ear, Nose & Throat Clinic, Llp
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Sugarland, TX
- Soverign Wealth Advisors LLC — Schedule C compensation
- Armanino Llp — Schedule C compensation
- Flexpath Strategies LLC — Schedule C compensation
- Nova 401(K) Associates — Schedule C compensation