Plan5500

Elgin, 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, Elgin, TX has 3 loaded benefit plan(s) reported by 3 plan sponsor(s), with $3,627,933 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 Elgin

  • 3 loaded plans hold $3.6M in reported assets across 3 sponsors.
  • The largest, Southside Market & Bbq, Inc. 401(K) Plan And Trust, holds 96% of reported Elgin plan assets.
  • Plans cover 88 participants — about 29 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$3.6MSummed across loaded plans$3,627,933
Total reported assets$3.6M$3,627,933
Total reported participants88
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$3.6M total assets
Net assets$3.6MLiabilities$0
Contributions & income
Employer contributions$129.4K
Participant contributions$242K
Total income / additions$879.7K
Expenses & distributions
Benefits paid / distributions$315.2K
Total expenses$329.6K
Net increase / (decrease)$550.1K

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 Elgin, 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

Elgin market comparison

Largest plan share of assets96%Southside Market & Bbq, Inc. 401(K) Plan And Trust
Participants per plan29Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in Elgin

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

  1. 1
    Southside Market & Bbq, Inc. 401(K) Plan And Trust$3.5M
    Southside Market & Bbq, Inc. · 2023
  2. 2
    Giovanni John'S Ventures, Inc. 401(K) Plan$130K
    Giovanni John'S Ventures, Inc. · 2023
  3. 3
    Nikki Rose, Inc. 401(K) Profit Sharing Plan$21.4K
    Nikki Rose, Inc. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages