What is the most recent Form 5500 filing year for Healthtexas Medical Group 401(K) Profit Sharing Plan?

The latest Form 5500 filing year loaded for Healthtexas Medical Group 401(K) Profit Sharing Plan is 2023.

How many participants does Healthtexas Medical Group 401(K) Profit Sharing Plan report?

Healthtexas Medical Group 401(K) Profit Sharing Plan reports 526 participants in its latest loaded Form 5500 filing.

What are the reported plan assets for Healthtexas Medical Group 401(K) Profit Sharing Plan?

Healthtexas Medical Group 401(K) Profit Sharing Plan reports $37,613,563 in end-of-year plan assets in its latest loaded Form 5500 filing.

Healthtexas Medical Group 401(K) Profit Sharing Plan — Form 5500 plan (Physician Prime Care Dba Healthtexas Medical Group Of San Antonio)

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, Healthtexas Medical Group 401(K) Profit Sharing Plan is a benefit plan reported by Physician Prime Care Dba Healthtexas Medical Group Of San Antonio under EIN 74-2727562 and plan number 001. The latest loaded filing year is 2023. The filing reports 526 participants and $37,613,563 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$37.6MPlan net assets, end of year$37,613,563

Participants526Covered participants reported

Assets / participant$71.5KComputed: assets ÷ participants$71,509 (computed)

Provider compensation$59.4K2 Schedule C provider row(s)$59,447

Plan sponsor: Physician Prime Care Dba Healthtexas Medical Group Of San Antonio
EIN: 74-2727562
Plan number: 001
Plan type: 2
Location: San Antonio, TX
Latest filing year: 2023

Form 5500 filing history

Filings loaded for this plan
Filing year	Participants	Schedules	Filing
2023	526	H, C	20241004133623NAL0006734483002

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)$37.6M total assets

Net assets$37.6MLiabilities—

Money in vs. money out

Total income / additions$9.5M

Total expenses$3M

Benefits paid / distributions$2.9M

Contributions

Employer$2.3M

Participant$1.8M

Full reported line items

Net assets

Total assets (EOY): $37,613,563
Net assets (EOY): $37,613,563
Net assets (BOY): $31,124,399

Income & contributions

Employer contributions: $2,330,482
Participant contributions: $1,775,731
Total contributions: $4,228,904
Total income / additions: $9,486,576

Expenses & distributions

Benefits paid: $2,937,478
Administrative expenses: $59,447
Total expenses: $2,997,412
Net increase / (decrease): $6,489,164

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)

57%43%

Employer 57%Participant 43%

Total expenses ÷ net assets8%Computed ratio

Benefits paid ÷ total income31%Computed ratio

Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
Provider	Service	Direct comp.	Indirect comp.	Year
Schwab Retirement Plan Services,Inc	NONE	$59,447	not reported in the loaded dataset	2023
Charles Schwab & Co., Inc.	NONE	$0	$0	2023