2023 Form 5500 filing — 403b Thrift Plan For Employees Of Haven For Hope Of Bexar County
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241003160736NAL0010875329001) for 403b Thrift Plan For Employees Of Haven For Hope Of Bexar County, reported by Haven For Hope Of Bexar County under EIN 20-8075412 and plan number 001. It reports 395 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241003160736NAL0010875329001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Haven For Hope Of Bexar County
- EIN
- 20-8075412
- Plan number
- 001
- Location
- San Antonio, TX
- Participants
- 395
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,695,939
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,695,939
- Employer contributions
- $528,701
- Participant contributions
- $707,860
- Total income / additions
- $2,875,903
- Benefits paid
- $302,106
- Administrative expenses
- $46,820
- Total expenses
- $350,256
- Net increase / (decrease)
- $2,525,647
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $30,567 | $0 |
| Frost Wealth Advisors | NONE | $16,253 | not reported in the loaded dataset |