Consultants In Pain Medicine, Pllc 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Consultants In Pain Medicine, Pllc)

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, Consultants In Pain Medicine, Pllc 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Consultants In Pain Medicine, Pllc under EIN 74-2734272 and plan number 001. The latest loaded filing year is 2023. The filing reports 141 participants and $11,884,746 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Consultants In Pain Medicine, Pllc
EIN
74-2734272
Plan number
001
Plan type
2
Location
San Antonio, TX
Latest filing year
2023
Participants
141
End-of-year plan assets
$11,884,746

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023141H, C20241014104203NAL0044192912003

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$11,884,746
Net assets (EOY)
$11,884,746
Net assets (BOY)
$9,969,430

Income & contributions

Employer contributions
$372,944
Participant contributions
$398,223
Total contributions
$771,167
Total income / additions
$2,548,144

Expenses & distributions

Benefits paid
$585,248
Administrative expenses
$47,580
Total expenses
$632,828
Net increase / (decrease)
$1,915,316

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Kelly Compton Investments LLCINVESTMENT ADVISOR$8,211$02023
Retirement LLCCONTRACT ADMIN$1,560$02023
Capital Group Retirement Plan ServRECORDKEEPER$775$02023
Definiti, LLCCONTRACT ADMIN$300$02023

Related Form 5500 pages