Lone Star Circle Of Care 403(B) Employees' Retirement Plan — Form 5500 plan (Lone Star Circle Of Care)
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, Lone Star Circle Of Care 403(B) Employees' Retirement Plan is a benefit plan reported by Lone Star Circle Of Care under EIN 74-3001674 and plan number 001. The latest loaded filing year is 2023. The filing reports 843 participants and $26,371,167 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lone Star Circle Of Care
- EIN
- 74-3001674
- Plan number
- 001
- Plan type
- 2
- Location
- Georgetown, TX
- Latest filing year
- 2023
- Participants
- 843
- End-of-year plan assets
- $26,371,167
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 843 | H, C | 20241011113907NAL0043518274001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $26,371,167
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $26,371,167
- Net assets (BOY)
- $21,308,632
Income & contributions
- Employer contributions
- $1,263,774
- Participant contributions
- $2,754,934
- Total contributions
- $4,290,260
- Total income / additions
- $8,106,459
Expenses & distributions
- Benefits paid
- $2,865,484
- Administrative expenses
- $172,608
- Total expenses
- $3,043,924
- Net increase / (decrease)
- $5,062,535
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $115,124 | $0 | 2023 |
| Pensionmark Financial Group LLC | INVESTMENT ADVISOR | $50,089 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $19,659 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Lone Star Circle Of Care
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Georgetown, TX
- Empower Annuity Insurance Company — Schedule C compensation
- Pensionmark Financial Group LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation