2023 Form 5500 filing — Hcec 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 20241015070827NAL0046875744001) for Hcec 401(K) Plan, reported by Harris County Emergency Corps under EIN 27-2953899 and plan number 001. It reports 171 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)$11.3MReported net assets$11,335,511
Participants171
Provider compensation$46.2K3 Schedule C row(s)$46,228
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015070827NAL0046875744001
Plan sponsor
Harris County Emergency Corps
EIN
27-2953899
Plan number
001
Location
Houston, TX
Received date
not reported in the loaded dataset
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)$11.3M total assets
Net assets$11.3MLiabilities$0
Money in vs. money out
Total income / additions$2.9M
Total expenses$1.1M
Benefits paid / distributions$994.5K
Contributions
Employer$606.8K
Participant$680.4K
Full reported line items
Total assets (EOY)
$11,335,511
Total liabilities (EOY)
$0
Net assets (EOY)
$11,335,511
Employer contributions
$606,764
Participant contributions
$680,377
Total income / additions
$2,879,898
Benefits paid
$994,511
Administrative expenses
$26,615
Total expenses
$1,066,572
Net increase / (decrease)
$1,813,326

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Royal Alliance Associates IncBROKER/DEALER$0$38,320
Morningstar Investment ManagementSERVICE PROVIDER$7,908not reported in the loaded dataset
Voya Financial AdvisorsSERVICE PROVIDER$0$0

Related Form 5500 pages