Solis Mammography 401(K) Plan — Form 5500 plan (Comprehensive Breast Care Center Of Texas, Inc.)

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, Solis Mammography 401(K) Plan is a benefit plan reported by Comprehensive Breast Care Center Of Texas, Inc. under EIN 75-2291923 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,670 participants and $61,808,051 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Comprehensive Breast Care Center Of Texas, Inc.
EIN
75-2291923
Plan number
001
Plan type
2
Location
Addison, TX
Latest filing year
2023
Participants
1,670
End-of-year plan assets
$61,808,051

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,670H, C20240926124720NAL0000783569001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$61,808,051
Total liabilities (EOY)
$0
Net assets (EOY)
$61,808,051
Net assets (BOY)
$49,884,460

Income & contributions

Employer contributions
$2,169,563
Participant contributions
$5,516,812
Total contributions
$9,101,421
Total income / additions
$18,364,235

Expenses & distributions

Benefits paid
$6,268,385
Administrative expenses
$172,896
Total expenses
$6,440,644
Net increase / (decrease)
$11,923,591

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$83,244$02023
Visionpoint Advisory GroupCONSULTANT$36,000not reported in the loaded dataset2023
Nfp Retirement, Inc.CONSULTANT$26,217not reported in the loaded dataset2023
Accelerate Investment Advisors LLCCONSULTANT$12,000not reported in the loaded dataset2023
Strategic Advisors, Inc.ADVISOR$8,394not reported in the loaded dataset2023
Baker Tilly Us, LlpACCOUNTANT/AUDITOR$7,088not reported in the loaded dataset2023

Related Form 5500 pages