2023 Form 5500 filing — Mccombs Enterprises Flexible Benefits Cafeteria 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 20241014110203NAL0013172643007) for Mccombs Enterprises Flexible Benefits Cafeteria Plan And Trust, reported by Mccombs Family Partners, Ltd under EIN 30-0001872 and plan number 501. It reports 1,043 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)$5.5MReported net assets$5,473,455
Participants1K1,043
Provider compensation$559.2K4 Schedule C row(s)$559,153
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241014110203NAL0013172643007
Plan sponsor
Mccombs Family Partners, Ltd
EIN
30-0001872
Plan number
501
Location
San Antonio, 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)$5.5M total assets
Net assets$5.5MLiabilities
Money in vs. money out
Total income / additions$7.1M
Total expenses$7.3M
Benefits paid / distributions$6.5M
Contributions
Employer$3.4M
Participant$3.6M
Full reported line items
Total assets (EOY)
$5,473,455
Net assets (EOY)
$5,473,455
Employer contributions
$3,378,677
Participant contributions
$3,579,076
Total income / additions
$7,087,597
Benefits paid
$6,456,589
Administrative expenses
$812,865
Total expenses
$7,269,454
Net increase / (decrease)
-$181,857
Schedule C

Reported service provider compensation

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

  1. 1
    Direct $408.3K
  2. 2
    Direct $123.2K
  3. 3
  4. 4

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241014110203NAL0013172643007 cover?
It is the 2023 Form 5500 filing for Mccombs Enterprises Flexible Benefits Cafeteria Plan And Trust, reported by Mccombs Family Partners, Ltd (EIN 30-0001872).
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).

Related Form 5500 pages