2023 Form 5500 filing — Disability Rights Texas 401(K) 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 20241007161451NAL0015487409001) for Disability Rights Texas 401(K) Plan, reported by Disability Rights Texas under EIN 74-1916289 and plan number 001. It reports 225 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007161451NAL0015487409001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Disability Rights Texas
- EIN
- 74-1916289
- Plan number
- 001
- Location
- Austin, TX
- Participants
- 225
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $17,936,101
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,936,101
- Employer contributions
- $817,101
- Participant contributions
- $1,018,841
- Total income / additions
- $4,134,811
- Benefits paid
- $965,966
- Administrative expenses
- $84,306
- Total expenses
- $1,050,272
- Net increase / (decrease)
- $3,084,539
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cwm LLC | INVESTMENT ADVISOR | $31,531 | not reported in the loaded dataset |
| Empower Annuity Ins Com | RECORDKEEPER | $29,014 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $15,800 | not reported in the loaded dataset |
| The Allocation Company | CONTRACT ADMIN | $8,725 | $5,000 |