2023 Form 5500 filing — July Pooled Employer Plan #2
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 20241011094948NAL0038359216001) for July Pooled Employer Plan #2, reported by July Business Services under EIN 74-2715820 and plan number 003. It reports 3,074 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011094948NAL0038359216001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- July Business Services
- EIN
- 74-2715820
- Plan number
- 003
- Location
- Waco, TX
- Participants
- 3,074
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $37,946,077
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $37,946,077
- Employer contributions
- $3,017,493
- Participant contributions
- $7,784,386
- Total income / additions
- $17,162,822
- Benefits paid
- $2,299,365
- Administrative expenses
- $238,880
- Total expenses
- $2,538,245
- Net increase / (decrease)
- $14,624,577
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| July Business Services | RECORD-KEEPER | $238,880 | not reported in the loaded dataset |