Plan5500

Castroville, 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, Castroville, TX has 8 loaded benefit plan(s) reported by 8 plan sponsor(s), with $1,027,161 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
8
Latest filing year
2023

What stands out in Castroville

  • 8 loaded plans hold $1M in reported assets across 8 sponsors.
  • The largest, Bdeluna09 Ventures Corp. Profit Sharing Plan, holds 42% of reported Castroville plan assets.
  • Plans cover 111 participants — about 14 per plan.
  • 88% 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$1MSummed across loaded plans$1,027,161
Total reported assets$1M$1,027,161
Total reported participants111
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$1M total assets
Net assets$1MLiabilities$0
Contributions & income
Employer contributions$0
Participant contributions$0
Total income / additions$714.3K
Expenses & distributions
Benefits paid / distributions$0
Total expenses$777
Net increase / (decrease)$713.5K

Data coverage

Plans with financial statements7 / 8 (88%)
Plans with provider compensation0 / 8 ()

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

Castroville market comparison

Largest plan share of assets42%Bdeluna09 Ventures Corp. Profit Sharing Plan
Participants per plan14Average across loaded plans
Plan sponsors8
Ranked by reported assets

Largest loaded plans in Castroville

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

  1. 1
    Bdeluna09 Ventures Corp. Profit Sharing Plan$432.3K
    Bdeluna09 Ventures Corp. · 2023
  2. 2
    Samudio & Associates Worldwide Retirement Plan$129.2K
    Samudio & Associates Worldwide Inc. · 2023
  3. 3
    Mcdougal Automotive Group, Inc Retirement Plan$129.1K
    Mcdougal Automotive Group, Inc. · 2023
  4. 4
    Bravo Kilo Holdings Inc. Retirement Plan$124.3K
    Bravo Kilo Holdings Inc. · 2023
  5. 5
    K-D Bird Ventures, Inc. 401(K) Plan$94.4K
    K-D Bird Ventures, Inc. · 2023
  6. 6
    Little Girl, Inc. 401(K) Plan$90.1K
    Little Girl, Inc. · 2023
  7. 7
    Influential 401(K) Plan$27.9K
    Influential · 2023
  8. 8
    North Park Castroville Motors, LLC Health & Welfare Plannot reported in the loaded dataset
    North Park Chevrolet Of Castroville · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages