2023 Form 5500 filing — San Marcos Hays County Ems, Inc. 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 20250219103021NAL0009440354001) for San Marcos Hays County Ems, Inc. 401(K) Plan, reported by San Marcos/ Hays County Ems, Inc. under EIN 74-2276859 and plan number 001. It reports 123 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250219103021NAL0009440354001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- San Marcos/ Hays County Ems, Inc.
- EIN
- 74-2276859
- Plan number
- 001
- Location
- San Marcos, TX
- Participants
- 123
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,287,205
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,287,205
- Employer contributions
- $315,814
- Participant contributions
- $486,275
- Total income / additions
- $1,417,327
- Benefits paid
- $346,342
- Administrative expenses
- $22,634
- Total expenses
- $368,976
- Net increase / (decrease)
- $1,048,351
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $16,808 | $0 |
| Massachusetts Mutual Life | BROKER/ADVISER | $0 | $13,719 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $3,321 | not reported in the loaded dataset |
| The Retirement Advantage Inc | CONTRACT ADMIN | $2,200 | not reported in the loaded dataset |
| Envestnet Retirement Solutions, LLC | OTHER | $1,529 | not reported in the loaded dataset |