Easter Seals Of San Antonio 401(K) Plan — Form 5500 plan (Easter Seals Rehabilitation Center)

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, Easter Seals Of San Antonio 401(K) Plan is a benefit plan reported by Easter Seals Rehabilitation Center under EIN 74-1653179 and plan number 002. The latest loaded filing year is 2023. The filing reports 226 participants and $6,609,447 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$6.6MPlan net assets, end of year$6,609,447
Participants226Covered participants reported
Assets / participant$29.2KComputed: assets ÷ participants$29,245 (computed)
Provider compensation$31.4K3 Schedule C provider row(s)$31,382
Plan sponsor
Easter Seals Rehabilitation Center
EIN
74-1653179
Plan number
002
Plan type
2
Location
San Antonio, TX
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023226H, C20250421131444NAL0005269632001
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)$6.6M total assets
Net assets$6.6MLiabilities$0
Money in vs. money out
Total income / additions$1.6M
Total expenses$401.2K
Benefits paid / distributions$352.8K
Contributions
EmployerNot reported
Participant$405.4K
Full reported line items

Net assets

Total assets (EOY)
$6,609,447
Total liabilities (EOY)
$0
Net assets (EOY)
$6,609,447
Net assets (BOY)
$5,416,040

Income & contributions

Participant contributions
$405,386
Total contributions
$577,797
Total income / additions
$1,594,601

Expenses & distributions

Benefits paid
$352,772
Administrative expenses
$48,422
Total expenses
$401,194
Net increase / (decrease)
$1,193,407
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.

Total expenses ÷ net assets6%Computed ratio
Benefits paid ÷ total income22%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Alera Investment AdvisorsRIA$29,196$02023
Wilshire Associates IncRIA$1,168$02023
John Hancock Life Ins Co UsaRECORDKEEPER$1,018$02023

Related Form 5500 pages