2023 Form 5500 filing — Travis County Medical Society'S 401(K) Savings Plan
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 20241004110802NAL0012133105002) for Travis County Medical Society'S 401(K) Savings Plan, reported by Travis County Medical Society under EIN 74-6017762 and plan number 001. It reports 277 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004110802NAL0012133105002
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Travis County Medical Society
- EIN
- 74-6017762
- Plan number
- 001
- Location
- Austin, TX
- Participants
- 277
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $18,955,998
- Net assets (EOY)
- $18,955,998
- Employer contributions
- $906,818
- Participant contributions
- $834,643
- Total income / additions
- $4,632,008
- Benefits paid
- $2,275,890
- Administrative expenses
- $66,261
- Total expenses
- $2,347,879
- Net increase / (decrease)
- $2,284,129
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nfp Retirement Inc | INVESTMENT ADVISOR | $22,500 | $0 |
| Empower Annuity Insurance Company | RECORDKEEPER | $14,459 | $0 |
| Atchley & Associates Llp | AUDITOR | $12,500 | $0 |
| Nova 401(K) Associates | THIRD PARTY ADMINISTRATOR | $9,088 | $0 |
| Cambridge Investment Research | INVESTMENT ADVISOR | $7,500 | $0 |