Texas Spine And Joint Hospital 401(K) Profit Sharing Plan — Form 5500 plan (Texas Spine And Joint Hospital, LLC)
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, Texas Spine And Joint Hospital 401(K) Profit Sharing Plan is a benefit plan reported by Texas Spine And Joint Hospital, LLC under EIN 75-2951355 and plan number 001. The latest loaded filing year is 2023. The filing reports 567 participants and $22,967,141 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Texas Spine And Joint Hospital, LLC
- EIN
- 75-2951355
- Plan number
- 001
- Plan type
- 2
- Location
- Tyler, TX
- Latest filing year
- 2023
- Participants
- 567
- End-of-year plan assets
- $22,967,141
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 567 | H, C | 20240911082932NAL0006776609001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $22,967,141
- Net assets (EOY)
- $22,967,141
- Net assets (BOY)
- $19,520,846
Income & contributions
- Employer contributions
- $755,036
- Participant contributions
- $1,129,822
- Total contributions
- $2,260,830
- Total income / additions
- $5,258,306
Expenses & distributions
- Benefits paid
- $1,739,053
- Administrative expenses
- $70,183
- Total expenses
- $1,812,011
- Net increase / (decrease)
- $3,446,295
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ubs Financial Services Inc | INVESTMENT ADVISOR | $32,306 | $0 | 2023 |
| Nova 401(K) Associates | THIRD PARTY ADMIN. | $11,908 | $9,983 | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $14,466 | $0 | 2023 |
| Administrative Fiduciary Servcies | TRUSTEE | $10,715 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Texas Spine And Joint Hospital, LLC
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Tyler, TX
- Ubs Financial Services Inc — Schedule C compensation
- Nova 401(K) Associates — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Administrative Fiduciary Servcies — Schedule C compensation