2023 Form 5500 filing — 403(B) Thrift Plan For Employees Of Lone Star Legal Aid

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 20241015162214NAL0030324609001) for 403(B) Thrift Plan For Employees Of Lone Star Legal Aid, reported by Lone Star Legal Aid under EIN 74-1537787 and plan number 003. It reports 501 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)$39MReported net assets$38,994,860
Participants501
Provider compensation$3.4K1 Schedule C row(s)$3,394
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015162214NAL0030324609001
Plan sponsor
Lone Star Legal Aid
EIN
74-1537787
Plan number
003
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)$39M total assets
Net assets$39MLiabilities$0
Money in vs. money out
Total income / additions$8.2M
Total expenses$2.5M
Benefits paid / distributions$2.5M
Contributions
Employer$1.5M
Participant$1.5M
Full reported line items
Total assets (EOY)
$38,994,860
Total liabilities (EOY)
$0
Net assets (EOY)
$38,994,860
Employer contributions
$1,545,081
Participant contributions
$1,480,166
Total income / additions
$8,158,218
Benefits paid
$2,497,830
Administrative expenses
$3,394
Total expenses
$2,501,224
Net increase / (decrease)
$5,656,994
Schedule C

Reported service provider compensation

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

  1. 1
    RECORD KEEPER · Direct $3.4K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015162214NAL0030324609001 cover?
It is the 2023 Form 5500 filing for 403(B) Thrift Plan For Employees Of Lone Star Legal Aid, reported by Lone Star Legal Aid (EIN 74-1537787).
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