Hcec 401(K) Plan — Form 5500 plan (Harris County Emergency Corps)

Plain-English plan 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, Hcec 401(K) Plan is a benefit plan reported by Harris County Emergency Corps under EIN 27-2953899 and plan number 001. The latest loaded filing year is 2023. The filing reports 171 participants and $11,335,511 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$11.3MPlan net assets, end of year$11,335,511
Participants171Covered participants reported
Assets / participant$66.3KComputed: assets ÷ participants$66,290 (computed)
Provider compensation$46.2K3 Schedule C provider row(s)$46,228
Plan sponsor
Harris County Emergency Corps
EIN
27-2953899
Plan number
001
Plan type
2
Location
Houston, TX
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023171H, C20241015070827NAL0046875744001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$11.3M total assets
Net assets$11.3MLiabilities$0
Money in vs. money out
Total income / additions$2.9M
Total expenses$1.1M
Benefits paid / distributions$994.5K
Contributions
Employer$606.8K
Participant$680.4K
Full reported line items

Net assets

Total assets (EOY)
$11,335,511
Total liabilities (EOY)
$0
Net assets (EOY)
$11,335,511
Net assets (BOY)
$9,522,185

Income & contributions

Employer contributions
$606,764
Participant contributions
$680,377
Total contributions
$1,287,141
Total income / additions
$2,879,898

Expenses & distributions

Benefits paid
$994,511
Administrative expenses
$26,615
Total expenses
$1,066,572
Net increase / (decrease)
$1,813,326
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 47%Participant 53%
Total expenses ÷ net assets9%Computed ratio
Benefits paid ÷ total income35%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Royal Alliance Associates IncBROKER/DEALER$0$38,3202023
Morningstar Investment ManagementSERVICE PROVIDER$7,908not reported in the loaded dataset2023
Voya Financial AdvisorsSERVICE PROVIDER$0$02023

Related Form 5500 pages