2023 Form 5500 filing — The Council On Recovery 403(B) 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 20241015125126NAL0028481185001) for The Council On Recovery 403(B) Plan, reported by The Council On Recovery under EIN 74-1173235 and plan number 001. It reports 125 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)$5MReported net assets$5,004,965
Participants125
Provider compensation$24K2 Schedule C row(s)$23,973
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015125126NAL0028481185001
Plan sponsor
The Council On Recovery
EIN
74-1173235
Plan number
001
Location
Houston, 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)$5M total assets
Net assets$5MLiabilities
Money in vs. money out
Total income / additions$1.1M
Total expenses$910.1K
Benefits paid / distributions$886K
Contributions
Employer$112.4K
Participant$236.9K
Full reported line items
Total assets (EOY)
$5,004,965
Net assets (EOY)
$5,004,965
Employer contributions
$112,391
Participant contributions
$236,857
Total income / additions
$1,072,424
Benefits paid
$886,001
Administrative expenses
$24,133
Total expenses
$910,134
Net increase / (decrease)
$162,290
Schedule C

Reported service provider compensation

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

  1. 1
    INVESTMENT ADVISOR · Direct $12K · Indirect $0
  2. 2
    RECORDKEEPER · Direct $12K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015125126NAL0028481185001 cover?
It is the 2023 Form 5500 filing for The Council On Recovery 403(B) Plan, reported by The Council On Recovery (EIN 74-1173235).
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