2023 Form 5500 filing — Dallas Arboretum 401k 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 20240924154945NAL0023296480001) for Dallas Arboretum 401k Plan, reported by Dallas Arboretum under EIN 23-7375815 and plan number 002. It reports 215 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$7.9MReported net assets$7,879,470
Participants215
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240924154945NAL0023296480001
Plan sponsor
Dallas Arboretum
EIN
23-7375815
Plan number
002
Location
Dallas, 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)$7.9M total assets
Net assets$7.9MLiabilities$0
Money in vs. money out
Total income / additions$1.9M
Total expenses$286.1K
Benefits paid / distributions$257.4K
Contributions
Employer$134.3K
Participant$227.8K
Full reported line items
Total assets (EOY)
$7,879,470
Total liabilities (EOY)
$0
Net assets (EOY)
$7,879,470
Employer contributions
$134,253
Participant contributions
$227,798
Total income / additions
$1,937,807
Benefits paid
$257,416
Administrative expenses
$21,879
Total expenses
$286,129
Net increase / (decrease)
$1,651,678

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240924154945NAL0023296480001 cover?
It is the 2023 Form 5500 filing for Dallas Arboretum 401k Plan, reported by Dallas Arboretum (EIN 23-7375815).
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