2023 Form 5500 filing — Communities Foundation Of Texas 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 20241011091708NAL0010763827001) for Communities Foundation Of Texas 401(K) Plan, reported by Communities Foundation Of Texas under EIN 75-0964565 and plan number 003. It reports 203 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)$19.5MReported net assets$19,484,763

Participants203

Provider compensation$21.5K2 Schedule C row(s)$21,532

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241011091708NAL0010763827001
Plan sponsor: Communities Foundation Of Texas
EIN: 75-0964565
Plan number: 003
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 H · 2023

Reported financial snapshot

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

Reported balance (end of year)$19.5M total assets

Net assets$19.5MLiabilities$0

Money in vs. money out

Total income / additions$5.2M

Total expenses$2.6M

Benefits paid / distributions$2.5M

Contributions

Employer$1.1M

Participant$1.2M

Full reported line items

Total assets (EOY): $19,484,763
Total liabilities (EOY): $0
Net assets (EOY): $19,484,763
Employer contributions: $1,083,393
Participant contributions: $1,212,397
Total income / additions: $5,244,188
Benefits paid: $2,532,125
Administrative expenses: $24,491
Total expenses: $2,556,616
Net increase / (decrease): $2,687,572

Schedule C

Reported service provider compensation

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

1
Fidelity Investments Institutional$14.8K
RECORDKEEPER · Direct $14.8K · Indirect $0
2
Moss Adams Llp$6.7K
PLAN ADMINISTRATOR · Direct $6.7K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241011091708NAL0010763827001 cover?: It is the 2023 Form 5500 filing for Communities Foundation Of Texas 401(K) Plan, reported by Communities Foundation Of Texas (EIN 75-0964565).
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).