Plan5500

Chappell Hill, 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, Chappell Hill, TX has 3 loaded benefit plan(s) reported by 3 plan sponsor(s), with $5,939,332 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 Chappell Hill

  • 3 loaded plans hold $5.9M in reported assets across 3 sponsors.
  • The largest, Acumen International Inc Profit Sharing Plan, holds 74% of reported Chappell Hill plan assets.
  • Plans cover 18 participants — about 6 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$5.9MSummed across loaded plans$5,932,907
Total reported assets$5.9M$5,939,332
Total reported participants18
Total reported liabilities$6.4K$6,425

Reported net position

Reported assets = net assets + liabilities (summed)$5.9M total assets
Net assets$5.9MLiabilities$6.4K
Contributions & income
Employer contributions$0
Participant contributions$0
Total income / additions$451.3K
Expenses & distributions
Benefits paid / distributions$101K
Total expenses$121.5K
Net increase / (decrease)$329.8K

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 Chappell Hill, 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

Chappell Hill market comparison

Largest plan share of assets74%Acumen International Inc Profit Sharing Plan
Participants per plan6Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in Chappell Hill

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

  1. 1
    Acumen International Inc Profit Sharing Plan$4.4M
    Acumen International Inc. · 2023
  2. 2
    Siosal Holdings, Inc. 401(K) Plan$1.3M
    Siosal Holdings, Inc. · 2023
  3. 3
    Sendero Capital Management, Inc. 401(K) Profit Sharing Plan$301.9K
    Sendero Capital Management, Inc. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages