Head & Neck Associates Of Orange County 401(K) Plan — Form 5500 plan (Head And Neck Associates Of Orange County, 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, Head & Neck Associates Of Orange County 401(K) Plan is a benefit plan reported by Head And Neck Associates Of Orange County, Inc. under EIN 95-3856252 and plan number 003. The latest loaded filing year is 2023. The filing reports 125 participants and $12,511,994 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Head And Neck Associates Of Orange County, Inc.
EIN
95-3856252
Plan number
003
Plan type
2
Location
Mission Viejo, CA
Latest filing year
2023
Participants
125
End-of-year plan assets
$12,511,994

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023125H, C20241011171342NAL0012793795001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$12,511,994
Total liabilities (EOY)
$0
Net assets (EOY)
$12,511,994
Net assets (BOY)
$11,266,229

Income & contributions

Employer contributions
$603,710
Participant contributions
$394,367
Total contributions
$998,077
Total income / additions
$2,595,646

Expenses & distributions

Benefits paid
$1,248,097
Administrative expenses
$101,784
Total expenses
$1,349,881
Net increase / (decrease)
$1,245,765

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lincoln National CorporationSERVICE PROVIDER$27,020$02023
Economic Group Pension ServicesTPA$9,429not reported in the loaded dataset2023

Related Form 5500 pages