San Marcos Hays County Ems, Inc. 401(K) Plan — Form 5500 plan (San Marcos/ Hays County Ems, Inc.)
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, San Marcos Hays County Ems, Inc. 401(K) Plan is a benefit plan reported by San Marcos/ Hays County Ems, Inc. under EIN 74-2276859 and plan number 001. The latest loaded filing year is 2023. The filing reports 123 participants and $4,287,205 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- San Marcos/ Hays County Ems, Inc.
- EIN
- 74-2276859
- Plan number
- 001
- Plan type
- 2
- Location
- San Marcos, TX
- Latest filing year
- 2023
- Participants
- 123
- End-of-year plan assets
- $4,287,205
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 123 | H, C | 20250219103021NAL0009440354001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,287,205
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,287,205
- Net assets (BOY)
- $3,238,854
Income & contributions
- Employer contributions
- $315,814
- Participant contributions
- $486,275
- Total contributions
- $802,089
- Total income / additions
- $1,417,327
Expenses & distributions
- Benefits paid
- $346,342
- Administrative expenses
- $22,634
- Total expenses
- $368,976
- Net increase / (decrease)
- $1,048,351
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $16,808 | $0 | 2023 |
| Massachusetts Mutual Life | BROKER/ADVISER | $0 | $13,719 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $3,321 | not reported in the loaded dataset | 2023 |
| The Retirement Advantage Inc | CONTRACT ADMIN | $2,200 | not reported in the loaded dataset | 2023 |
| Envestnet Retirement Solutions, LLC | OTHER | $1,529 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for San Marcos/ Hays County Ems, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in San Marcos, TX
- Empower Annuity Insurance Company — Schedule C compensation
- Massachusetts Mutual Life — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- The Retirement Advantage Inc — Schedule C compensation
- Envestnet Retirement Solutions, LLC — Schedule C compensation