2023 Form 5500 filing — One Voice Central Texas 403(B) 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 20241015122531NAL0028412449001) for One Voice Central Texas 403(B) Plan, reported by One Voice Central Texas under EIN 74-2314772 and plan number 001. It reports 2,115 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015122531NAL0028412449001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- One Voice Central Texas
- EIN
- 74-2314772
- Plan number
- 001
- Location
- Austin, TX
- Participants
- 2,115
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $34,012,796
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $34,012,796
- Employer contributions
- $1,905,444
- Participant contributions
- $3,719,442
- Total income / additions
- $10,728,255
- Benefits paid
- $3,191,983
- Administrative expenses
- $300,634
- Total expenses
- $3,494,585
- Net increase / (decrease)
- $7,233,670
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pentegra Services Inc. | OTHER | $95,565 | not reported in the loaded dataset |
| Pensionmark Financial Group LLC | OTHER | $64,106 | not reported in the loaded dataset |
| Empower Advisory Roup | INVESTMENT MANAGER | $34,941 | not reported in the loaded dataset |
| Austin Area Human Services Associat | OTHER | $25,704 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $4,761 | not reported in the loaded dataset |