Plan5500

Lone Star Legal Aid — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Lone Star Legal Aid (EIN 74-1537787) is a plan sponsor located in Houston, TX with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
74-1537787
Location
Houston, TX
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Lone Star Legal Aid

  • 2 loaded plans hold $39M in reported assets.
  • The largest, 403(B) Thrift Plan For Employees Of Lone Star Legal Aid, holds 100% of this company's reported plan assets.
  • Plans cover 1,122 reported participants.
  • 1 of 2 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$39MSummed across loaded plans$38,994,860
Total reported assets$39M$38,994,860
Total reported participants1.1K1,122
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$39M total assets
Net assets$39MLiabilities$0
Contributions & income
Employer contributions$1.5M
Participant contributions$1.5M
Total income / additions$8.2M
Expenses & distributions
Benefits paid / distributions$2.5M
Total expenses$2.5M
Net increase / (decrease)$5.7M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%403(B) Thrift Plan For Employees Of Lone Star Legal Aid
Participants per plan561Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    403(B) Thrift Plan For Employees Of Lone Star Legal Aid$39M
    Plan #003 · 501 participants · 2023
  2. 2
    Lone Star Legal Aid Welfare Benefit Plannot reported in the loaded dataset
    Plan #501 · 621 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Lone Star Legal Aid. Open one for its full reported snapshot.

  1. 2023
    403(B) Thrift Plan For Employees Of Lone Star Legal Aid501 participants · 2Sch HSch C
    View filing →
  2. 2023
    Lone Star Legal Aid Welfare Benefit Plan621 participants · 2No schedules
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Lone Star Legal Aid report on Form 5500?
Lone Star Legal Aid (EIN 74-1537787) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Lone Star Legal Aid?
The Employer Identification Number (EIN) reported for Lone Star Legal Aid is 74-1537787.
What is the latest Form 5500 filing year for Lone Star Legal Aid?
The latest loaded Form 5500 filing year for Lone Star Legal Aid is 2023.

Related Form 5500 pages