July Pooled Employer Plan #3 — Form 5500 plan (July Business Services)
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, July Pooled Employer Plan #3 is a benefit plan reported by July Business Services under EIN 74-2715820 and plan number 004. The latest loaded filing year is 2023. The filing reports 566 participants and $7,985,854 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- July Business Services
- EIN
- 74-2715820
- Plan number
- 004
- Plan type
- 3
- Location
- Waco, TX
- Latest filing year
- 2023
- Participants
- 566
- End-of-year plan assets
- $7,985,854
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 566 | H, C | 20241011095932NAL0012348307001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,985,854
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,985,854
- Net assets (BOY)
- $4,863,109
Income & contributions
- Employer contributions
- $857,013
- Participant contributions
- $1,727,524
- Total contributions
- $2,602,469
- Total income / additions
- $3,743,286
Expenses & distributions
- Benefits paid
- $254,296
- Administrative expenses
- $57,385
- Total expenses
- $311,681
- Net increase / (decrease)
- $3,431,605
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| July Business Services | RECORD-KEEPER | $57,385 | not reported in the loaded dataset | 2023 |