2023 Form 5500 filing — 403(B) Thrift Plan Of Head Start Of Greater Dallas, Inc.

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 20241015095750NAL0014356867001) for 403(B) Thrift Plan Of Head Start Of Greater Dallas, Inc., reported by Head Start Of Greater Dallas, Inc. under EIN 75-2247281 and plan number 002. It reports 1,204 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)$12.4MReported net assets$12,429,022
Participants1.2K1,204
Provider compensation$4.6K1 Schedule C row(s)$4,586
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015095750NAL0014356867001
Plan sponsor
Head Start Of Greater Dallas, Inc.
EIN
75-2247281
Plan number
002
Location
Dallas, 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)$12.4M total assets
Net assets$12.4MLiabilities$0
Money in vs. money out
Total income / additions$2M
Total expenses$945.7K
Benefits paid / distributions$941.1K
Contributions
Employer$201.5K
Participant$613.1K
Full reported line items
Total assets (EOY)
$12,429,022
Total liabilities (EOY)
$0
Net assets (EOY)
$12,429,022
Employer contributions
$201,483
Participant contributions
$613,105
Total income / additions
$2,022,021
Benefits paid
$941,145
Administrative expenses
$4,586
Total expenses
$945,731
Net increase / (decrease)
$1,076,290

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Mutual Of America Investment CorpRECORDKEEPER$4,586$0

Related Form 5500 pages