403b Thrift Plan For Employees Of Haven For Hope Of Bexar County — Form 5500 plan (Haven For Hope Of Bexar County)
Plain-English plan 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, 403b Thrift Plan For Employees Of Haven For Hope Of Bexar County is a benefit plan reported by Haven For Hope Of Bexar County under EIN 20-8075412 and plan number 001. The latest loaded filing year is 2023. The filing reports 395 participants and $6,695,939 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Haven For Hope Of Bexar County
- EIN
- 20-8075412
- Plan number
- 001
- Plan type
- 2
- Location
- San Antonio, TX
- Latest filing year
- 2023
- Participants
- 395
- End-of-year plan assets
- $6,695,939
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 395 | H, C | 20241003160736NAL0010875329001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,695,939
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,695,939
- Net assets (BOY)
- $4,170,292
Income & contributions
- Employer contributions
- $528,701
- Participant contributions
- $707,860
- Total contributions
- $2,045,257
- Total income / additions
- $2,875,903
Expenses & distributions
- Benefits paid
- $302,106
- Administrative expenses
- $46,820
- Total expenses
- $350,256
- Net increase / (decrease)
- $2,525,647
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $30,567 | $0 | 2023 |
| Frost Wealth Advisors | NONE | $16,253 | not reported in the loaded dataset | 2023 |