Plan5500

Beeville, TX Form 5500 retirement and benefit plan filings

City Form 5500 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, Beeville, TX has 3 loaded benefit plan(s) reported by 3 plan sponsor(s), with $76,800 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
3
Plan sponsors
3
Latest filing year
2023

What stands out in Beeville

  • 3 loaded plans hold $76.8K in reported assets across 3 sponsors.
  • The largest, Beck Brothers Employee Benefit Plan Trust, holds 100% of reported Beeville plan assets.
  • Plans cover 47 participants — about 16 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$75KSummed across loaded plans$74,953
Total reported assets$76.8K$76,800
Total reported participants47
Total reported liabilities$1.8K$1,847

Reported net position

Reported assets = net assets + liabilities (summed)$76.8K total assets
Net assets$75KLiabilities$1.8K
Contributions & income
Employer contributions$54K
Participant contributions$729
Total income / additions-$3.4K
Expenses & distributions
Benefits paid / distributions$35.9K
Total expenses$53.9K
Net increase / (decrease)-$57.3K

Data coverage

Plans with financial statements3 / 3 (100%)
Plans with provider compensation0 / 3 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Beeville, TX plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Beeville market comparison

Largest plan share of assets100%Beck Brothers Employee Benefit Plan Trust
Participants per plan16Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in Beeville

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Beck Brothers Employee Benefit Plan Trust$76.8K
    Beck Brothers, Inc. · 2023
  2. 2
    B&G Materials Employee Benefit Plan Trust$0
    B&G Materials, LLC. · 2023
  3. 3
    J-N-L Ventures, Inc. 401(K) Plan$0
    J-N-L Ventures, Inc. · 2023

Largest plans in Beeville → · Beeville plans by participants → · Beeville plans with financial data → · Beeville plans with provider compensation → · $1B+ plans in Beeville →

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Beeville, TX?
3 plan(s) reported by 3 sponsor(s) are loaded for Beeville, TX.

Related Form 5500 pages