Family Health Center 403(B) Plan — Form 5500 plan (Mclennan County Medical Education & Research Foundation)

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, Family Health Center 403(B) Plan is a benefit plan reported by Mclennan County Medical Education & Research Foundation under EIN 74-1873453 and plan number 004. The latest loaded filing year is 2023. The filing reports 675 participants and $20,376,654 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$20.4MPlan net assets, end of year$20,376,654
Participants675Covered participants reported
Assets / participant$30.2KComputed: assets ÷ participants$30,188 (computed)
Provider compensation$106.5K1 Schedule C provider row(s)$106,464
Plan sponsor
Mclennan County Medical Education & Research Foundation
EIN
74-1873453
Plan number
004
Plan type
2
Location
Waco, TX
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    675 participants · 2Sch HSch C
    View filing →
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)$20.4M total assets
Net assets$20.4MLiabilities$0
Money in vs. money out
Total income / additions$5.4M
Total expenses$1M
Benefits paid / distributions$940.3K
Contributions
EmployerNot reported
Participant$2M
Full reported line items

Net assets

Total assets (EOY)
$20,376,654
Total liabilities (EOY)
$0
Net assets (EOY)
$20,376,654
Net assets (BOY)
$16,060,273

Income & contributions

Participant contributions
$1,960,840
Total contributions
$2,165,688
Total income / additions
$5,355,387

Expenses & distributions

Benefits paid
$940,295
Administrative expenses
$98,711
Total expenses
$1,039,006
Net increase / (decrease)
$4,316,381
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 assets5%Computed ratio
Benefits paid ÷ total income18%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    NONE · Direct $98.7K · Indirect $7.8K

Related Form 5500 pages