2023 Form 5500 filing — Bexar County Medical Society 401(K) 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 20240820061827NAL0005189970001) for Bexar County Medical Society 401(K) Plan, reported by Bexar County Medical Society And Related Companies under EIN 74-1279358 and plan number 003. It reports 24 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$2.3MReported net assets$2,313,829
Participants24
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240820061827NAL0005189970001
Plan sponsor
Bexar County Medical Society And Related Companies
EIN
74-1279358
Plan number
003
Location
San Antonio, 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 I · 2023

Reported financial snapshot

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

Reported balance (end of year)$2.3M total assets
Net assets$2.3MLiabilities$0
Money in vs. money out
Total income / additions$538.5K
Total expenses$586.9K
Benefits paid / distributions$558.6K
Contributions
Employer$55.5K
Participant$116.4K
Full reported line items
Total assets (EOY)
$2,313,829
Total liabilities (EOY)
$0
Net assets (EOY)
$2,313,829
Employer contributions
$55,532
Participant contributions
$116,372
Total income / additions
$538,518
Benefits paid
$558,620
Administrative expenses
$15,242
Total expenses
$586,903
Net increase / (decrease)
-$48,385

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240820061827NAL0005189970001 cover?
It is the 2023 Form 5500 filing for Bexar County Medical Society 401(K) Plan, reported by Bexar County Medical Society And Related Companies (EIN 74-1279358).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages