Clinics Of North Texas 401(K) Profit Sharing Plan — Form 5500 plan (Clinics Of North Texas, 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, Clinics Of North Texas 401(K) Profit Sharing Plan is a benefit plan reported by Clinics Of North Texas, Llp under EIN 75-0867304 and plan number 001. The latest loaded filing year is 2023. The filing reports 288 participants and $44,981,722 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Clinics Of North Texas, Llp
- EIN
- 75-0867304
- Plan number
- 001
- Plan type
- 2
- Location
- Wichita Falls, TX
- Latest filing year
- 2023
- Participants
- 288
- End-of-year plan assets
- $44,981,722
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 288 | H, C | 20241015152247NAL0030150705001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $44,981,722
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $44,981,722
- Net assets (BOY)
- $40,284,805
Income & contributions
- Employer contributions
- $522,298
- Participant contributions
- $1,230,702
- Total contributions
- $1,753,000
- Total income / additions
- $8,478,727
Expenses & distributions
- Benefits paid
- $3,781,386
- Administrative expenses
- $424
- Total expenses
- $3,781,810
- Net increase / (decrease)
- $4,696,917
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $7,029 | not reported in the loaded dataset | 2023 |
| Weaver And Tidwell Llp | ACCOUNTANT/AUDITOR | $6,695 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | -$13,050 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Clinics Of North Texas, Llp
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Wichita Falls, TX
- Strategic Advisors, Inc. — Schedule C compensation
- Weaver And Tidwell Llp — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation