2023 Form 5500 filing — Greater Texas Foundation, Inc. Retirement Plan And Trust
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 20240715110654NAL0003299106001) for Greater Texas Foundation, Inc. Retirement Plan And Trust, reported by Greater Texas Foundation, Inc. under EIN 74-2158821 and plan number 001. It reports 9 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240715110654NAL0003299106001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Greater Texas Foundation, Inc.
- EIN
- 74-2158821
- Plan number
- 001
- Location
- Bryan, TX
- Participants
- 9
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,628,332
- Net assets (EOY)
- $1,628,332
- Employer contributions
- $125,040
- Participant contributions
- $39,300
- Total income / additions
- $349,770
- Administrative expenses
- $1,601
- Total expenses
- $1,601
- Net increase / (decrease)
- $348,169
- Schedule source
- Schedule I