2023 Form 5500 filing — Access Telecare 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 20241014203427NAL0028243457001) for Access Telecare 401(K) Plan, reported by Access Telecare, LLC under EIN 20-1394099 and plan number 001. It reports 500 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)$26.4MReported net assets$26,394,995
Participants500
Provider compensation$32.2K2 Schedule C row(s)$32,197
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241014203427NAL0028243457001
Plan sponsor
Access Telecare, LLC
EIN
20-1394099
Plan number
001
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)$26.4M total assets
Net assets$26.4MLiabilities$0
Money in vs. money out
Total income / additions$10.1M
Total expenses$5.3M
Benefits paid / distributions$5.2M
Contributions
Employer$1.9M
Participant$3.8M
Full reported line items
Total assets (EOY)
$26,394,995
Total liabilities (EOY)
$0
Net assets (EOY)
$26,394,995
Employer contributions
$1,925,482
Participant contributions
$3,752,927
Total income / additions
$10,117,737
Benefits paid
$5,208,378
Administrative expenses
$32,397
Total expenses
$5,252,784
Net increase / (decrease)
$4,864,953
Schedule C

Reported service provider compensation

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

  1. 1
    RECORDKEEPER · Direct $27K · Indirect $0
  2. 2
    ADVISOR · Direct $5.2K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241014203427NAL0028243457001 cover?
It is the 2023 Form 5500 filing for Access Telecare 401(K) Plan, reported by Access Telecare, LLC (EIN 20-1394099).
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