2023 Form 5500 filing — 403b Thrift Plan Of El Centro Del Barrio
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240604113512NAL0031117440001) for 403b Thrift Plan Of El Centro Del Barrio, reported by El Centro Del Barrio under EIN 74-1787031 and plan number 001. It reports 878 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240604113512NAL0031117440001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- El Centro Del Barrio
- EIN
- 74-1787031
- Plan number
- 001
- Location
- San Antonio, TX
- Participants
- 878
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $32,513,789
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $32,513,789
- Employer contributions
- $981,276
- Participant contributions
- $1,949,584
- Total income / additions
- $6,401,570
- Benefits paid
- $1,159,666
- Administrative expenses
- $57,614
- Total expenses
- $1,217,280
- Net increase / (decrease)
- $5,184,290
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| American United Life Insurance Co | NONE | $12,411 | $64,147 |
| Rt Jones Capital Equities Mgmt Inc | NONE | $51,353 | not reported in the loaded dataset |