South Texas Oncology & Hematology, Pllc 401(K) Profit Sharing Plan — Form 5500 plan (South Texas Oncology & Hematology, 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, South Texas Oncology & Hematology, Pllc 401(K) Profit Sharing Plan is a benefit plan reported by South Texas Oncology & Hematology, Pllc under EIN 74-2915297 and plan number 001. The latest loaded filing year is 2023. The filing reports 556 participants and $44,202,991 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
South Texas Oncology & Hematology, Pllc
EIN
74-2915297
Plan number
001
Plan type
2
Location
San Antonio, TX
Latest filing year
2023
Participants
556
End-of-year plan assets
$44,202,991

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023556H, C20241015134804NAL0056449330001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$44,202,991
Total liabilities (EOY)
$263,590
Net assets (EOY)
$43,939,401
Net assets (BOY)
$37,358,675

Income & contributions

Employer contributions
$707,630
Participant contributions
$1,956,284
Total contributions
$3,018,930
Total income / additions
$9,002,551

Expenses & distributions

Benefits paid
$2,016,054
Administrative expenses
$142,056
Total expenses
$2,421,825
Net increase / (decrease)
$6,580,726

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Commonwealth Tpa SolutionsCONTRACT ADMIN$8,550$14,8042023
Empower Annuity Ins. Company Of Am.RECORDKEEPER$2,162$02023

Related Form 5500 pages