Asa North Texas Multiple Employer 401(K) Plan — Form 5500 plan (American Subcontractors Association North Texas Chapter)
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, Asa North Texas Multiple Employer 401(K) Plan is a benefit plan reported by American Subcontractors Association North Texas Chapter under EIN 75-1301699 and plan number 001. The latest loaded filing year is 2023. The filing reports 404 participants and $6,304,650 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- American Subcontractors Association North Texas Chapter
- EIN
- 75-1301699
- Plan number
- 001
- Plan type
- 3
- Location
- Grande Prairie, TX
- Latest filing year
- 2023
- Participants
- 404
- End-of-year plan assets
- $6,304,650
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 404 | H, C | 20241001174258NAL0004243795001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,304,650
- Net assets (EOY)
- $6,304,650
- Net assets (BOY)
- $6,086,414
Income & contributions
- Employer contributions
- $252,750
- Participant contributions
- $697,068
- Total contributions
- $981,315
- Total income / additions
- $1,821,543
Expenses & distributions
- Benefits paid
- $825,308
- Administrative expenses
- $93,279
- Total expenses
- $950,119
- Net increase / (decrease)
- $871,424
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $61,645 | $0 | 2023 |
| Geneos Wealth Management, Inc. | INVESTMENT ADVISOR | $16,965 | $0 | 2023 |
| Cornwell Jackson, Pllc | AUDITOR | $14,940 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for American Subcontractors Association North Texas Chapter
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Grande Prairie, TX
- Empower Annuity Insurance Company — Schedule C compensation
- Geneos Wealth Management, Inc. — Schedule C compensation
- Cornwell Jackson, Pllc — Schedule C compensation