One Voice Central Texas 403(B) Plan — Form 5500 plan (One Voice Central Texas)
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, One Voice Central Texas 403(B) Plan is a benefit plan reported by One Voice Central Texas under EIN 74-2314772 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,115 participants and $34,012,796 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- One Voice Central Texas
- EIN
- 74-2314772
- Plan number
- 001
- Plan type
- 3
- Location
- Austin, TX
- Latest filing year
- 2023
- Participants
- 2,115
- End-of-year plan assets
- $34,012,796
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,115 | H, C | 20241015122531NAL0028412449001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $34,012,796
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $34,012,796
- Net assets (BOY)
- $26,779,126
Income & contributions
- Employer contributions
- $1,905,444
- Participant contributions
- $3,719,442
- Total contributions
- $6,201,170
- Total income / additions
- $10,728,255
Expenses & distributions
- Benefits paid
- $3,191,983
- Administrative expenses
- $300,634
- Total expenses
- $3,494,585
- Net increase / (decrease)
- $7,233,670
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Pentegra Services Inc. | OTHER | $95,565 | not reported in the loaded dataset | 2023 |
| Pensionmark Financial Group LLC | OTHER | $64,106 | not reported in the loaded dataset | 2023 |
| Empower Advisory Roup | INVESTMENT MANAGER | $34,941 | not reported in the loaded dataset | 2023 |
| Austin Area Human Services Associat | OTHER | $25,704 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $4,761 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for One Voice Central Texas
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Austin, TX
- Pentegra Services Inc. — Schedule C compensation
- Pensionmark Financial Group LLC — Schedule C compensation
- Empower Advisory Roup — Schedule C compensation
- Austin Area Human Services Associat — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation