2023 Form 5500 filing — Asa North Texas Multiple Employer 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 20241001174258NAL0004243795001) for Asa North Texas Multiple Employer 401(K) Plan, reported by American Subcontractors Association North Texas Chapter under EIN 75-1301699 and plan number 001. It reports 404 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241001174258NAL0004243795001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- American Subcontractors Association North Texas Chapter
- EIN
- 75-1301699
- Plan number
- 001
- Location
- Grande Prairie, TX
- Participants
- 404
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,304,650
- Net assets (EOY)
- $6,304,650
- Employer contributions
- $252,750
- Participant contributions
- $697,068
- Total income / additions
- $1,821,543
- Benefits paid
- $825,308
- Administrative expenses
- $93,279
- Total expenses
- $950,119
- Net increase / (decrease)
- $871,424
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $61,645 | $0 |
| Geneos Wealth Management, Inc. | INVESTMENT ADVISOR | $16,965 | $0 |
| Cornwell Jackson, Pllc | AUDITOR | $14,940 | $0 |