Forney, 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, Forney, TX has 13 loaded benefit plan(s) reported by 13 plan sponsor(s), with $18,822,182 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
13
Plan sponsors
13
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$18,822,182
Total reported liabilities (EOY)
$168,721
Total reported net assets (EOY)
$18,648,553

Contributions & income

Employer contributions
$0
Participant contributions
$0
Total income / additions
-$1,619,196

Expenses & distributions

Benefits paid / distributions
$1,086,389
Total expenses
$1,111,282
Net increase / (decrease)
-$2,730,478

Coverage

Total reported participants
738
Plans with financial statements
11
Plans with provider compensation
1

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

Largest loaded plans in Forney, TX
PlanSponsorReported assets (EOY)Year
Sahli Fl 401kSahli Family Ltd.$8,208,6772023
Steve Silver Company Employee Stock Ownership PlanSteve Silver Company$6,366,1142023
Abox Paperboard Company Employee Stock Ownership PlanAbox Packaging Company, Inc$2,726,2652023
Jksk 1766 Co. Retirement PlanJksk 1766 Co.$863,5942023
Mikim Corp. 401(K) PlanMikim Corp.$270,7752023
Staton Financial Retirement PlanStaton Financial, Inc.$250,0002023
Hilker Inc. Profit Sharing PlanHilker Inc.$79,2522023
Lnd Partners, Inc. 401k Profit Sharing PlanLnd Partners, Inc.$33,1052023
Currie Consolidate Inc 401(K) PlanCurrie Consolidate Inc$19,4922023
L&B Health Angels Incorporated 401k Profit Sharing PlanL&B Health Angels Incorporated$4,9082023
Saltea Beaches Inc. Retirement PlanSaltea Beaches Inc.$02023
Eric L. Davis Engineering Inc. Health And Welfare Benefits PlanEric L. Davis Engineering Inc.not reported in the loaded dataset2023
Intex Electrical Contractors, Inc. Health And Welfare PlanIntex Electrical Contractors, Inc.not reported in the loaded dataset2023

Related Form 5500 pages