Plan5500

Canyon Lake, 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, Canyon Lake, TX has 8 loaded benefit plan(s) reported by 7 plan sponsor(s), with $6,799,426 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
8
Plan sponsors
7
Latest filing year
2023

What stands out in Canyon Lake

  • 8 loaded plans hold $6.8M in reported assets across 7 sponsors.
  • The largest, Semper Valens Solutions, Inc. 401(K) Plan, holds 72% of reported Canyon Lake plan assets.
  • Plans cover 373 participants — about 47 per plan.
  • 88% of loaded plans report full Schedule H/I financial statements.
  • 13% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$6.8MSummed across loaded plans$6,799,426
Total reported assets$6.8M$6,799,426
Total reported participants373
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$6.8M total assets
Net assets$6.8MLiabilities$0
Contributions & income
Employer contributions$741.3K
Participant contributions$693.3K
Total income / additions$2M
Expenses & distributions
Benefits paid / distributions$2M
Total expenses$2.1M
Net increase / (decrease)-$113.5K

Data coverage

Plans with financial statements7 / 8 (88%)
Plans with provider compensation1 / 8 (13%)

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

Canyon Lake market comparison

Largest plan share of assets72%Semper Valens Solutions, Inc. 401(K) Plan
Participants per plan47Average across loaded plans
Plan sponsors7
Ranked by reported assets

Largest loaded plans in Canyon Lake

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

  1. 1
    Semper Valens Solutions, Inc. 401(K) Plan$4.9M
    Semper Valens Solutions, Inc. · 2023
  2. 2
    Domrico Inc. 401(K) Plan$1.3M
    Domrico Inc. · 2023
  3. 3
    Jdtodd, Inc. 401k Profit Sharing Plan$334K
    Jdtodd, Inc. · 2023
  4. 4
    Market Ready - Texas Hill Country, Inc. 401(K) Profit Sharing Plan$95.5K
    Market Ready - Texas Hill Country, Inc. · 2023
  5. 5
    Sbg Enterprises Profit Sharing Plan$90.3K
    Sbg Enterprises, Inc. · 2023
  6. 6
    Mmk Trio Employee Benefit Plan Trust$46.7K
    Mmk Trio, LLC · 2023
  7. 7
    Dewberry Events Corp. Retirement Plan$0
    Dewberry Events Corp. · 2023
  8. 8
    Semper Valens Solutions, Inc. Wrap Plannot reported in the loaded dataset
    Semper Valens Solutions, Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Canyon Lake, TX?
8 plan(s) reported by 7 sponsor(s) are loaded for Canyon Lake, TX.

Related Form 5500 pages