2023 Form 5500 filing — Family Service Of S. A. 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 20241031105835NAL0002611632001) for Family Service Of S. A. 401(K) Plan, reported by Family Service Association Of San under EIN 74-1117341 and plan number 001. It reports 441 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241031105835NAL0002611632001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Family Service Association Of San
- EIN
- 74-1117341
- Plan number
- 001
- Location
- San Antonio, TX
- Participants
- 441
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,218,353
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,218,353
- Employer contributions
- $425,545
- Participant contributions
- $596,948
- Total income / additions
- $1,899,542
- Benefits paid
- $644,575
- Administrative expenses
- $49,096
- Total expenses
- $693,671
- Net increase / (decrease)
- $1,205,871
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Voya Retirement Insurance & Annuity | SERVICE PROVIDER | $24,670 | $0 |
| Pensionmark Financial Group | SERVICE PROVIDER | $0 | $24,426 |