2023 Form 5500 filing — 403(B) Thrift Plan Of New Mexico Legal Aid, 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 20241015171946NAL0030470129001) for 403(B) Thrift Plan Of New Mexico Legal Aid, Inc., reported by New Mexico Legal Aid, Inc. under EIN 85-0116950 and plan number 002. It reports 162 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)$6.6MReported net assets$6,577,590
Participants162
Provider compensation$9121 Schedule C row(s)
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015171946NAL0030470129001
Plan sponsor
New Mexico Legal Aid, Inc.
EIN
85-0116950
Plan number
002
Location
Albuquerque, NM
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)$6.6M total assets
Net assets$6.6MLiabilities$0
Money in vs. money out
Total income / additions$1.8M
Total expenses$261.9K
Benefits paid / distributions$261K
Contributions
Employer$364.1K
Participant$479.7K
Full reported line items
Total assets (EOY)
$6,577,590
Total liabilities (EOY)
$0
Net assets (EOY)
$6,577,590
Employer contributions
$364,145
Participant contributions
$479,695
Total income / additions
$1,810,647
Benefits paid
$260,999
Administrative expenses
$913
Total expenses
$261,912
Net increase / (decrease)
$1,548,735
Schedule C

Reported service provider compensation

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

  1. 1
    RECORDKEEPER · Direct $912 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015171946NAL0030470129001 cover?
It is the 2023 Form 5500 filing for 403(B) Thrift Plan Of New Mexico Legal Aid, Inc., reported by New Mexico Legal Aid, Inc. (EIN 85-0116950).
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