Oact 401(K) Plan — Form 5500 plan (Orthopaedic Associates Of Central Texas, P.A.)
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, Oact 401(K) Plan is a benefit plan reported by Orthopaedic Associates Of Central Texas, P.A. under EIN 74-2343512 and plan number 002. The latest loaded filing year is 2023. The filing reports 203 participants and $0 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Orthopaedic Associates Of Central Texas, P.A.
- EIN
- 74-2343512
- Plan number
- 002
- Plan type
- 2
- Location
- Round Rock, TX
- Latest filing year
- 2023
- Participants
- 203
- End-of-year plan assets
- $0
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 203 | H, C | 20240619092659NAL0003805345001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Net assets (BOY)
- $9,099,371
Income & contributions
- Employer contributions
- $82,696
- Total contributions
- $82,696
- Total income / additions
- $1,055,307
Expenses & distributions
- Benefits paid
- $10,042,176
- Administrative expenses
- $112,502
- Total expenses
- $10,154,678
- Net increase / (decrease)
- -$9,099,371
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Employee Incentive Plans, Inc. | TPA, RK | $25,436 | not reported in the loaded dataset | 2023 |
| Peggy S. Edge, Cpa, LLC | AUDITOR | $16,500 | not reported in the loaded dataset | 2023 |
| Atlasmark Financial, Inc. | INV ADV | $15,384 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Orthopaedic Associates Of Central Texas, P.A.
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Round Rock, TX
- Employee Incentive Plans, Inc. — Schedule C compensation
- Peggy S. Edge, Cpa, LLC — Schedule C compensation
- Atlasmark Financial, Inc. — Schedule C compensation