Plan5500

Barrio 401(K) Plan — Form 5500 plan (Barrio Comprehensive Family Health Care Center)

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, Barrio 401(K) Plan is a benefit plan reported by Barrio Comprehensive Family Health Care Center under EIN 74-1724391 and plan number 001. The latest loaded filing year is 2023. The filing reports 793 participants and $20,143,245 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Barrio Comprehensive Family Health Care Center
EIN
74-1724391
Plan number
001
Plan type
2
Location
San Antonio, TX
Latest filing year
2023
Participants
793
End-of-year plan assets
$20,143,245

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023793H, C20241011054924NAL0012189491001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$20,143,245
Total liabilities (EOY)
$0
Net assets (EOY)
$20,143,245
Net assets (BOY)
$14,935,932

Income & contributions

Employer contributions
$1,415,846
Participant contributions
$1,977,045
Total contributions
$3,447,206
Total income / additions
$6,336,010

Expenses & distributions

Benefits paid
$1,114,219
Administrative expenses
$12,123
Total expenses
$1,128,697
Net increase / (decrease)
$5,207,313

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ascensus, Inc.CONTRACT ADMIN$15,984$8,1662023
Empower Annuity Insurance Co Of AmeRECORDKEEPER$7,987$02023
Ascensus Holdings Inc.CONTRACT ADMIN$3,100not reported in the loaded dataset2023
MmlisBROKER/ADVISOR$0$2,3492023

Related Form 5500 pages