2023 Form 5500 filing — Meadows Mental Health Policy Institute For 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 20241013211930NAL0044413136001) for Meadows Mental Health Policy Institute For Texas 401(K) Plan, reported by The Meadows Mental Health Policy Institute For Texas under EIN 46-3992618 and plan number 001. It reports 158 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241013211930NAL0044413136001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Meadows Mental Health Policy Institute For Texas
- EIN
- 46-3992618
- Plan number
- 001
- Location
- Dallas, TX
- Participants
- 158
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,991,157
- Net assets (EOY)
- $8,991,157
- Employer contributions
- $1,139,836
- Participant contributions
- $1,234,625
- Total income / additions
- $3,791,568
- Benefits paid
- $859,788
- Administrative expenses
- $51,256
- Total expenses
- $911,044
- Net increase / (decrease)
- $2,880,524
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Shade Tree Partners LLC | INVESTMENT ADVISOR | $35,655 | $0 |
| Empower Annuity Ins Co Of America | RECORDKEEPER | $16,746 | $0 |
| Definiti LLC | CONTRACT ADMINISTRATOR | $2,875 | $3,566 |