Hea Clinic, P.A. 401(K) Plan — Form 5500 plan (Hea Clinic, P.A. Dba Houston Eye Associates)
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, Hea Clinic, P.A. 401(K) Plan is a benefit plan reported by Hea Clinic, P.A. Dba Houston Eye Associates under EIN 76-0512625 and plan number 001. The latest loaded filing year is 2023. The filing reports 704 participants and $61,696,243 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hea Clinic, P.A. Dba Houston Eye Associates
- EIN
- 76-0512625
- Plan number
- 001
- Plan type
- 2
- Location
- Houston, TX
- Latest filing year
- 2023
- Participants
- 704
- End-of-year plan assets
- $61,696,243
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 704 | H, C | 20241015135320NAL0014763251001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $61,696,243
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $61,696,243
- Net assets (BOY)
- $55,538,866
Income & contributions
- Employer contributions
- $2,594,795
- Participant contributions
- $2,216,294
- Total contributions
- $4,865,821
- Total income / additions
- $13,420,582
Expenses & distributions
- Benefits paid
- $7,162,754
- Administrative expenses
- $45,251
- Total expenses
- $7,263,205
- Net increase / (decrease)
- $6,157,377
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Vanguard Group, Imc. | RECORDKEEPER | $21,683 | $0 | 2023 |
| Pinnacle Plan Design, LLC | TPA | $15,263 | $0 | 2023 |
| Definiti, LLC | CONSULTANT | $3,153 | $0 | 2023 |
| Merrill Lynch, Pierce, Fenner And S | RECORDKEEPER | $2,564 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Hea Clinic, P.A. Dba Houston Eye Associates
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Houston, TX
- The Vanguard Group, Imc. — Schedule C compensation
- Pinnacle Plan Design, LLC — Schedule C compensation
- Definiti, LLC — Schedule C compensation
- Merrill Lynch, Pierce, Fenner And S — Schedule C compensation