Travis County Medical Society'S 401(K) Savings Plan — Form 5500 plan (Travis County Medical Society)
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, Travis County Medical Society'S 401(K) Savings Plan is a benefit plan reported by Travis County Medical Society under EIN 74-6017762 and plan number 001. The latest loaded filing year is 2023. The filing reports 277 participants and $18,955,998 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Travis County Medical Society
- EIN
- 74-6017762
- Plan number
- 001
- Plan type
- 3
- Location
- Austin, TX
- Latest filing year
- 2023
- Participants
- 277
- End-of-year plan assets
- $18,955,998
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 277 | H, C | 20241004110802NAL0012133105002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $18,955,998
- Net assets (EOY)
- $18,955,998
- Net assets (BOY)
- $16,671,869
Income & contributions
- Employer contributions
- $906,818
- Participant contributions
- $834,643
- Total contributions
- $1,741,461
- Total income / additions
- $4,632,008
Expenses & distributions
- Benefits paid
- $2,275,890
- Administrative expenses
- $66,261
- Total expenses
- $2,347,879
- Net increase / (decrease)
- $2,284,129
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nfp Retirement Inc | INVESTMENT ADVISOR | $22,500 | $0 | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $14,459 | $0 | 2023 |
| Atchley & Associates Llp | AUDITOR | $12,500 | $0 | 2023 |
| Nova 401(K) Associates | THIRD PARTY ADMINISTRATOR | $9,088 | $0 | 2023 |
| Cambridge Investment Research | INVESTMENT ADVISOR | $7,500 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Travis County Medical Society
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Austin, TX
- Nfp Retirement Inc — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Atchley & Associates Llp — Schedule C compensation
- Nova 401(K) Associates — Schedule C compensation
- Cambridge Investment Research — Schedule C compensation