Baptist Community Services 403(B) Plan — Form 5500 plan (Baptist Community Services)
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, Baptist Community Services 403(B) Plan is a benefit plan reported by Baptist Community Services under EIN 75-2206268 and plan number 003. The latest loaded filing year is 2023. The filing reports 385 participants and $12,674,965 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Baptist Community Services
- EIN
- 75-2206268
- Plan number
- 003
- Plan type
- 2
- Location
- Amarillo, TX
- Latest filing year
- 2023
- Participants
- 385
- End-of-year plan assets
- $12,674,965
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 385 | H, C | 20240724090305NAL0012402673001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,674,965
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,674,965
- Net assets (BOY)
- $11,219,812
Income & contributions
- Employer contributions
- $209,202
- Participant contributions
- $644,819
- Total contributions
- $904,192
- Total income / additions
- $2,682,336
Expenses & distributions
- Benefits paid
- $1,144,739
- Administrative expenses
- $82,444
- Total expenses
- $1,227,183
- Net increase / (decrease)
- $1,455,153
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Benefit Plans Admin Services, Inc. | NONE | $46,981 | $0 | 2023 |
| Amarillo National Bank | NONE | $35,463 | $0 | 2023 |