2023 Form 5500 filing — Lone Star Circle Of Care 403(B) Employees' Retirement 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 20241011113907NAL0043518274001) for Lone Star Circle Of Care 403(B) Employees' Retirement Plan, reported by Lone Star Circle Of Care under EIN 74-3001674 and plan number 001. It reports 843 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011113907NAL0043518274001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lone Star Circle Of Care
- EIN
- 74-3001674
- Plan number
- 001
- Location
- Georgetown, TX
- Participants
- 843
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $26,371,167
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $26,371,167
- Employer contributions
- $1,263,774
- Participant contributions
- $2,754,934
- Total income / additions
- $8,106,459
- Benefits paid
- $2,865,484
- Administrative expenses
- $172,608
- Total expenses
- $3,043,924
- Net increase / (decrease)
- $5,062,535
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $115,124 | $0 |
| Pensionmark Financial Group LLC | INVESTMENT ADVISOR | $50,089 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $19,659 | not reported in the loaded dataset |