Plan5500

Copper Canyon, 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, Copper Canyon, TX has 2 loaded benefit plan(s) reported by 2 plan sponsor(s), with $642,210 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
2
Plan sponsors
2
Latest filing year
2023

What stands out in Copper Canyon

  • 2 loaded plans hold $642.2K in reported assets across 2 sponsors.
  • The largest, Southwest Cost Reduction Speci 401(K) Profit Sharing Plan & Trust, holds 98% of reported Copper Canyon plan assets.
  • Plans cover 5 participants — about 3 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$642.2KSummed across loaded plans$642,210
Total reported assets$642.2K$642,210
Total reported participants5
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$642.2K total assets
Net assets$642.2KLiabilities$0
Contributions & income
Employer contributions$62K
Participant contributions$101.8K
Total income / additions$237.9K
Expenses & distributions
Benefits paid / distributions$0
Total expenses$2.6K
Net increase / (decrease)$235.3K

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation0 / 2 ()

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

Copper Canyon market comparison

Largest plan share of assets98%Southwest Cost Reduction Speci 401(K) Profit Sharing Plan & Trust
Participants per plan3Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Copper Canyon

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

  1. 1
    Southwest Cost Reduction Speci 401(K) Profit Sharing Plan & Trust$626.6K
    Southwest Cost Reduction Speci · 2023
  2. 2
    Nathan Langston Enterprises, Inc. Profit Sharing Plan$15.6K
    Nathan Langston Enterprises, Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Copper Canyon, TX?
2 plan(s) reported by 2 sponsor(s) are loaded for Copper Canyon, TX.

Related Form 5500 pages