Plan5500

Driftwood, 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, Driftwood, TX has 4 loaded benefit plan(s) reported by 4 plan sponsor(s), with $706,565 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
4
Plan sponsors
4
Latest filing year
2023

What stands out in Driftwood

  • 4 loaded plans hold $706.6K in reported assets across 4 sponsors.
  • The largest, Me & You Investments Inc. 401(K) Plan, holds 59% of reported Driftwood plan assets.
  • Plans cover 17 participants — about 4 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$2.8MSummed across loaded plans$2,846,975
Total reported assets$706.6K$706,565
Total reported participants17
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$706.6K total assets
Net assets$2.8MLiabilities$0
Contributions & income
Employer contributions$11.1K
Participant contributions$14.8K
Total income / additions-$526.3K
Expenses & distributions
Benefits paid / distributions$26.8K
Total expenses$29.5K
Net increase / (decrease)-$555.8K

Data coverage

Plans with financial statements4 / 4 (100%)
Plans with provider compensation0 / 4 ()

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

Driftwood market comparison

Largest plan share of assets59%Me & You Investments Inc. 401(K) Plan
Participants per plan4Average across loaded plans
Plan sponsors4
Ranked by reported assets

Largest loaded plans in Driftwood

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

  1. 1
    Me & You Investments Inc. 401(K) Plan$414.8K
    Me & You Investments Inc. · 2023
  2. 2
    Eragar Investments Inc. Retirement Plan$196.2K
    Eragar Investments Inc. · 2023
  3. 3
    Glam Bunny, Inc. 401(K) Plan$95.6K
    Glam Bunny, Inc. · 2023
  4. 4
    Kdla, Inc. 401(K) Plan$0
    Kdla, Inc. Dba Kwik Kar Of Dripping Springs · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Driftwood, TX?
4 plan(s) reported by 4 sponsor(s) are loaded for Driftwood, TX.

Related Form 5500 pages