2023 Form 5500 filing — Three Square 403(B) Plan

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 20240726161250NAL0027077184001) for Three Square 403(B) Plan, reported by Three Square under EIN 30-0396918 and plan number 001. It reports 109 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$3.3MReported net assets$3,258,698
Participants109
Provider compensation$26.9K2 Schedule C row(s)$26,937
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240726161250NAL0027077184001
Plan sponsor
Three Square
EIN
30-0396918
Plan number
001
Location
Las Vegas, NV
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$3.3M total assets
Net assets$3.3MLiabilities$0
Money in vs. money out
Total income / additions$1.1M
Total expenses$634.5K
Benefits paid / distributions$607.5K
Contributions
Employer$136.7K
Participant$426.6K
Full reported line items
Total assets (EOY)
$3,258,698
Total liabilities (EOY)
$0
Net assets (EOY)
$3,258,698
Employer contributions
$136,667
Participant contributions
$426,617
Total income / additions
$1,129,364
Benefits paid
$607,526
Administrative expenses
$26,938
Total expenses
$634,464
Net increase / (decrease)
$494,900
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    CONTRACT ADMINISTRATOR · Direct $26.9K · Indirect $0
  2. 2
    INVESTMENT ADVISORY · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240726161250NAL0027077184001 cover?
It is the 2023 Form 5500 filing for Three Square 403(B) Plan, reported by Three Square (EIN 30-0396918).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages