403(B) Thrift Plan Of New Mexico Legal Aid, Inc. — Form 5500 plan (New Mexico Legal Aid, 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, 403(B) Thrift Plan Of New Mexico Legal Aid, Inc. is a benefit plan reported by New Mexico Legal Aid, Inc. under EIN 85-0116950 and plan number 002. The latest loaded filing year is 2023. The filing reports 162 participants and $6,577,590 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$6.6MPlan net assets, end of year$6,577,590
Participants162Covered participants reported
Assets / participant$40.6KComputed: assets ÷ participants$40,602 (computed)
Provider compensation$9121 Schedule C provider row(s)
Plan sponsor
New Mexico Legal Aid, Inc.
EIN
85-0116950
Plan number
002
Plan type
2
Location
Albuquerque, NM
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    162 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$6.6M total assets
Net assets$6.6MLiabilities$0
Money in vs. money out
Total income / additions$1.8M
Total expenses$261.9K
Benefits paid / distributions$261K
Contributions
Employer$364.1K
Participant$479.7K
Full reported line items

Net assets

Total assets (EOY)
$6,577,590
Total liabilities (EOY)
$0
Net assets (EOY)
$6,577,590
Net assets (BOY)
$5,028,855

Income & contributions

Employer contributions
$364,145
Participant contributions
$479,695
Total contributions
$954,017
Total income / additions
$1,810,647

Expenses & distributions

Benefits paid
$260,999
Administrative expenses
$913
Total expenses
$261,912
Net increase / (decrease)
$1,548,735
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 43%Participant 57%
Total expenses ÷ net assets4%Computed ratio
Benefits paid ÷ total income14%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    RECORDKEEPER · Direct $912 · Indirect $0

What to inspect next

Frequently asked questions

Who sponsors the 403(B) Thrift Plan Of New Mexico Legal Aid, Inc.?
403(B) Thrift Plan Of New Mexico Legal Aid, Inc. is reported as sponsored by New Mexico Legal Aid, Inc. (EIN 85-0116950, plan number 002) in public Form 5500 filings.
What is the most recent Form 5500 filing year for 403(B) Thrift Plan Of New Mexico Legal Aid, Inc.?
The latest Form 5500 filing year loaded for 403(B) Thrift Plan Of New Mexico Legal Aid, Inc. is 2023.
How many participants does 403(B) Thrift Plan Of New Mexico Legal Aid, Inc. report?
403(B) Thrift Plan Of New Mexico Legal Aid, Inc. reports 162 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for 403(B) Thrift Plan Of New Mexico Legal Aid, Inc.?
403(B) Thrift Plan Of New Mexico Legal Aid, Inc. reports $6,577,590 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages