North Alamo Water Supply Corporation Employees' 401(K) Profit Sharing Plan And Trust — Form 5500 plan (North Alamo Water Supply Corporation)
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, North Alamo Water Supply Corporation Employees' 401(K) Profit Sharing Plan And Trust is a benefit plan reported by North Alamo Water Supply Corporation under EIN 74-1595319 and plan number 001. The latest loaded filing year is 2023. The filing reports 113 participants and $4,283,709 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- North Alamo Water Supply Corporation
- EIN
- 74-1595319
- Plan number
- 001
- Plan type
- 2
- Location
- Edinburg, TX
- Latest filing year
- 2023
- Participants
- 113
- End-of-year plan assets
- $4,283,709
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 113 | H, C | 20240926012055NAL0000120418001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,283,709
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,283,709
- Net assets (BOY)
- $3,492,138
Income & contributions
- Employer contributions
- $244,491
- Participant contributions
- $181,741
- Total contributions
- $435,957
- Total income / additions
- $1,075,078
Expenses & distributions
- Benefits paid
- $220,599
- Administrative expenses
- $42,457
- Total expenses
- $283,507
- Net increase / (decrease)
- $791,571
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $42,027 | $0 | 2023 |
| Lpl Financial LLC | OTHER SERVICES | $0 | $887 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |