2023 Form 5500 filing — Barrio 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 20241011054924NAL0012189491001) for Barrio 401(K) Plan, reported by Barrio Comprehensive Family Health Care Center under EIN 74-1724391 and plan number 001. It reports 793 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011054924NAL0012189491001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Barrio Comprehensive Family Health Care Center
- EIN
- 74-1724391
- Plan number
- 001
- Location
- San Antonio, TX
- Participants
- 793
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $20,143,245
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,143,245
- Employer contributions
- $1,415,846
- Participant contributions
- $1,977,045
- Total income / additions
- $6,336,010
- Benefits paid
- $1,114,219
- Administrative expenses
- $12,123
- Total expenses
- $1,128,697
- Net increase / (decrease)
- $5,207,313
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ascensus, Inc. | CONTRACT ADMIN | $15,984 | $8,166 |
| Empower Annuity Insurance Co Of Ame | RECORDKEEPER | $7,987 | $0 |
| Ascensus Holdings Inc. | CONTRACT ADMIN | $3,100 | not reported in the loaded dataset |
| Mmlis | BROKER/ADVISOR | $0 | $2,349 |