Colleyville, 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, Colleyville, TX has 27 loaded benefit plan(s) reported by 27 plan sponsor(s), with $14,549,143 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 27
- Plan sponsors
- 27
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $14,549,143
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $14,549,143
Contributions & income
- Employer contributions
- $124,472
- Participant contributions
- $853,496
- Total income / additions
- $2,467,935
Expenses & distributions
- Benefits paid / distributions
- $5,841,269
- Total expenses
- $5,914,153
- Net increase / (decrease)
- -$3,446,218
Coverage
- Total reported participants
- 2,208
- Plans with financial statements
- 22
- Plans with provider compensation
- 3
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Colleyville, 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.
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Agente Technical LLC Retirement Trust | Agente Technical LLC | $3,103,948 | 2023 |
| Dfw Medstaff, Pc 401(K) Plan | Dfw Medstaff, Pc | $2,363,171 | 2023 |
| Hutto Retirement Advisors 401(K) Profit Sharing Plan & Trust | Hutto Retirement Advisors | $1,693,967 | 2023 |
| Advanced Services Of North Texas Corporation 401(K) Profit Sharing Plan | Advanced Services Of North Texas Corporation | $1,371,119 | 2023 |
| Tuneup Masters, 401(K) Savings Plan | Tuneup Masters, Inc. | $978,480 | 2023 |
| Essential Insurance Management, Inc. Retirement Plan | Essential Insurance Management, Inc. | $768,355 | 2023 |
| Ds And L Eckhoff, Inc. 401(K) Profit Sharing Plan | Ds And L Eckhoff, Inc. | $533,400 | 2023 |
| Lockamy & Associates Inc. Retirement Plan | Lockamy & Associates Inc. | $508,264 | 2023 |
| Herman Smith & Co Ltd 401(K) Profit Sharing Plan & Trust | Herman Smith & Co Ltd | $469,299 | 2023 |
| Applied Custom Equipment LLC | Applied Custom Equipment LLC | $458,009 | 2023 |
| The Varghese Group Retirement Plan | The Varghese Group, Inc. | $450,616 | 2023 |
| Elsc Investments Inc. Retirement Plan | Elsc Investments Inc. | $446,199 | 2023 |
| Northern Roots Inc. 401(K) Plan | Northern Roots Inc. | $392,970 | 2023 |
| North Texas Mgc, Inc. 401(K) Profit Sharing Plan | North Texas Mgc, Inc. | $338,691 | 2023 |
| Matjac Holdings Incorporated Profit Sharing Plan | Matjac Holdings Incorporated | $300,214 | 2023 |
| Williamdonna Luke 18 27 Corporation 401(K) Profit Sharing Plan | Williamdonna Luke 18 27 Corporation | $168,764 | 2023 |
| The Silver Sailor Corporation 401(K) Plan | The Silver Sailor Corporation | $104,741 | 2023 |
| Saffiniti Group, Inc. 401(K) Profit Sharing Plan | Saffiniti Group, Inc. | $64,241 | 2023 |
| Invictus Implementations, Inc. Retirement Plan | Invictus Implementations, Inc. | $22,202 | 2023 |
| Colleyville Physical Therapy & Sports Rehab, Pc Self Funded Medical Reimbursement Plan | Colleyville Physical Therapy | $12,493 | 2023 |
| Rental One 401(K) Plan | Rental One | $0 | 2023 |
| Dbm Primary Care Ltd Profit Sharing Plan & Trust | Dbm Primary Care Ltd Ayuk Makia | $0 | 2023 |
| Trh Legacy Group, LLC Accident Protection Plan | Trh Legacy Group, LLC | not reported in the loaded dataset | 2023 |
| Varn Enterprises, Inc. Accident Protection Plan | Varn Enterprises, Inc. | not reported in the loaded dataset | 2023 |
| Prestige Gunite, Inc. Employee Health & Welfare Benefits Plan | Prestige Gunite, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Colleyville → · Colleyville plans by participants → · Colleyville plans with financial data → · Colleyville plans with provider compensation → · $1B+ plans in Colleyville →
Related Form 5500 pages
- All TX Form 5500 filings
- Agente Technical LLC Retirement Trust (plan 001)
- Agente Technical LLC — all reported plans
- Dfw Medstaff, Pc 401(K) Plan (plan 001)
- Dfw Medstaff, Pc — all reported plans
- Hutto Retirement Advisors 401(K) Profit Sharing Plan & Trust (plan 001)
- Hutto Retirement Advisors — all reported plans
- Advanced Services Of North Texas Corporation 401(K) Profit Sharing Plan (plan 001)
- Advanced Services Of North Texas Corporation — all reported plans
- Tuneup Masters, 401(K) Savings Plan (plan 001)
- Tuneup Masters, Inc. — all reported plans
- Essential Insurance Management, Inc. Retirement Plan (plan 001)
- Essential Insurance Management, Inc. — all reported plans
- Ds And L Eckhoff, Inc. 401(K) Profit Sharing Plan (plan 001)
- Ds And L Eckhoff, Inc. — all reported plans
- Lockamy & Associates Inc. Retirement Plan (plan 001)
- Lockamy & Associates Inc. — all reported plans
- Herman Smith & Co Ltd 401(K) Profit Sharing Plan & Trust (plan 001)
- Herman Smith & Co Ltd — all reported plans
- Applied Custom Equipment LLC (plan 001)
- Applied Custom Equipment LLC — all reported plans
- The Varghese Group Retirement Plan (plan 001)
- The Varghese Group, Inc. — all reported plans
- Elsc Investments Inc. Retirement Plan (plan 001)
- Elsc Investments Inc. — all reported plans
- Northern Roots Inc. 401(K) Plan (plan 001)
- Northern Roots Inc. — all reported plans
- North Texas Mgc, Inc. 401(K) Profit Sharing Plan (plan 001)
- North Texas Mgc, Inc. — all reported plans
- Matjac Holdings Incorporated Profit Sharing Plan (plan 001)
- Matjac Holdings Incorporated — all reported plans
- Methodology
- Data sources