Plan5500

Bellville, 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, Bellville, TX has 5 loaded benefit plan(s) reported by 5 plan sponsor(s), with $4,954,790 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
5
Plan sponsors
5
Latest filing year
2023

What stands out in Bellville

  • 5 loaded plans hold $5M in reported assets across 5 sponsors.
  • The largest, Austin County State Bank 401(K) Employee Stock Ownership Plan, holds 93% of reported Bellville plan assets.
  • Plans cover 220 participants — about 44 per plan.
  • 80% 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$5MSummed across loaded plans$4,954,790
Total reported assets$5M$4,954,790
Total reported participants220
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$5M total assets
Net assets$5MLiabilities$0
Contributions & income
Employer contributions$336.2K
Participant contributions$232.2K
Total income / additions$1.3M
Expenses & distributions
Benefits paid / distributions$217K
Total expenses$217K
Net increase / (decrease)$1.1M

Data coverage

Plans with financial statements4 / 5 (80%)
Plans with provider compensation0 / 5 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Bellville, 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

Bellville market comparison

Largest plan share of assets93%Austin County State Bank 401(K) Employee Stock Ownership Plan
Participants per plan44Average across loaded plans
Plan sponsors5
Ranked by reported assets

Largest loaded plans in Bellville

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

  1. 1
    Austin County State Bank 401(K) Employee Stock Ownership Plan$4.6M
    Austin County State Bank · 2023
  2. 2
    Actx Ventures, Inc. 401(K) Profit Sharing Plan$189.7K
    Actx Ventures, Inc. · 2023
  3. 3
    Kion Group, Inc. 401(K) Profit Sharing Plan$143.3K
    Kion Group, Inc. · 2023
  4. 4
    Dcjar Ventures Inc. Retirement Plan$24.4K
    Dcjar Ventures Inc. · 2023
  5. 5
    San Bernard Electric Cooperative, Inc., Health Reimbursement Arrangementnot reported in the loaded dataset
    San Bernard Electric Cooperative, Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Bellville, TX?
5 plan(s) reported by 5 sponsor(s) are loaded for Bellville, TX.

Related Form 5500 pages