Amarillo Medical Specialists, Llp 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Amarillo Medical Specialists, 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, Amarillo Medical Specialists, Llp 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Amarillo Medical Specialists, Llp under EIN 75-2562354 and plan number 001. The latest loaded filing year is 2023. The filing reports 187 participants and $27,747,408 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Amarillo Medical Specialists, Llp
- EIN
- 75-2562354
- Plan number
- 001
- Plan type
- 2
- Location
- Amarillo, TX
- Latest filing year
- 2023
- Participants
- 187
- End-of-year plan assets
- $27,747,408
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 187 | H, C | 20241007123744NAL0015170401001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $27,747,408
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $27,747,408
- Net assets (BOY)
- $22,125,449
Income & contributions
- Employer contributions
- $950,362
- Participant contributions
- $821,903
- Total contributions
- $1,782,515
- Total income / additions
- $6,040,157
Expenses & distributions
- Benefits paid
- $343,315
- Administrative expenses
- $74,883
- Total expenses
- $418,198
- Net increase / (decrease)
- $5,621,959
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $39,251 | $0 | 2023 |
| Amarillo National Bank | INVESTMENT ADVISOR | $31,224 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $4,408 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Amarillo Medical Specialists, Llp
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Amarillo, TX
- Empower Annuity Insurance Company O — Schedule C compensation
- Amarillo National Bank — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation