2023 Form 5500 filing — North Alamo Water Supply Corporation Employees' 401(K) Profit Sharing 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 20240926012055NAL0000120418001) for North Alamo Water Supply Corporation Employees' 401(K) Profit Sharing Plan And Trust, reported by North Alamo Water Supply Corporation under EIN 74-1595319 and plan number 001. It reports 113 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240926012055NAL0000120418001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- North Alamo Water Supply Corporation
- EIN
- 74-1595319
- Plan number
- 001
- Location
- Edinburg, TX
- Participants
- 113
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,283,709
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,283,709
- Employer contributions
- $244,491
- Participant contributions
- $181,741
- Total income / additions
- $1,075,078
- Benefits paid
- $220,599
- Administrative expenses
- $42,457
- Total expenses
- $283,507
- Net increase / (decrease)
- $791,571
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $42,027 | $0 |
| Lpl Financial LLC | OTHER SERVICES | $0 | $887 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 |