2023 Form 5500 filing — 401(K) Profit-Sharing Plan For Employees Of Legal Aid Of Northwest Texas

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 20240808140802NAL0005010705001) for 401(K) Profit-Sharing Plan For Employees Of Legal Aid Of Northwest Texas, reported by Legal Aid Of Northwest Texas under EIN 75-0856086 and plan number 005. It reports 505 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)$28.2MReported net assets$28,180,465
Participants505
Provider compensation$2.1K1 Schedule C row(s)$2,127
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240808140802NAL0005010705001
Plan sponsor
Legal Aid Of Northwest Texas
EIN
75-0856086
Plan number
005
Location
Fort Worth, TX
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)$28.2M total assets
Net assets$28.2MLiabilities$0
Money in vs. money out
Total income / additions$5.7M
Total expenses$1M
Benefits paid / distributions$993K
Contributions
Employer$955.8K
Participant$1.3M
Full reported line items
Total assets (EOY)
$28,180,465
Total liabilities (EOY)
$0
Net assets (EOY)
$28,180,465
Employer contributions
$955,773
Participant contributions
$1,319,806
Total income / additions
$5,682,369
Benefits paid
$993,030
Administrative expenses
$8,097
Total expenses
$1,001,127
Net increase / (decrease)
$4,681,242
Schedule C

Reported service provider compensation

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

  1. 1
    RECORDKEEPER · Direct $2.1K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240808140802NAL0005010705001 cover?
It is the 2023 Form 5500 filing for 401(K) Profit-Sharing Plan For Employees Of Legal Aid Of Northwest Texas, reported by Legal Aid Of Northwest Texas (EIN 75-0856086).
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