Greater Texas Foundation, Inc. Retirement Plan And Trust — Form 5500 plan (Greater Texas Foundation, Inc.)
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, Greater Texas Foundation, Inc. Retirement Plan And Trust is a benefit plan reported by Greater Texas Foundation, Inc. under EIN 74-2158821 and plan number 001. The latest loaded filing year is 2023. The filing reports 9 participants and $1,628,332 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Greater Texas Foundation, Inc.
- EIN
- 74-2158821
- Plan number
- 001
- Plan type
- 2
- Location
- Bryan, TX
- Latest filing year
- 2023
- Participants
- 9
- End-of-year plan assets
- $1,628,332
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 9 | I | 20240715110654NAL0003299106001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $1,628,332
- Net assets (EOY)
- $1,628,332
- Net assets (BOY)
- $1,280,163
Income & contributions
- Employer contributions
- $125,040
- Participant contributions
- $39,300
- Total income / additions
- $349,770
Expenses & distributions
- Administrative expenses
- $1,601
- Total expenses
- $1,601
- Net increase / (decrease)
- $348,169
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.