Fredericksburg, 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, Fredericksburg, TX has 13 loaded benefit plan(s) reported by 9 plan sponsor(s), with $33,441,704 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
- 9
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $33,441,704
- Total reported liabilities (EOY)
- $1,047
- Total reported net assets (EOY)
- $33,440,657
Contributions & income
- Employer contributions
- $1,534,946
- Participant contributions
- $2,577,502
- Total income / additions
- $12,323,292
Expenses & distributions
- Benefits paid / distributions
- $49,635,229
- Total expenses
- $49,995,090
- Net increase / (decrease)
- -$37,671,798
Coverage
- Total reported participants
- 3,132
- Plans with financial statements
- 8
- Plans with provider compensation
- 3
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Fredericksburg, 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 |
|---|---|---|---|
| Security State Bank & Trust 401(K) & Profit Sharing Plan | Security State Bank & Trust | $27,577,431 | 2023 |
| Heartland Enterprises 401(K) Plan | Heartland Enterprises. Ltd. | $1,733,326 | 2023 |
| Allied Equipment 401(K) Plan | Allied Equipment, Inc. | $1,621,061 | 2023 |
| Vine & Dine Hospitality Inc. Retirement Plan | Vine & Dine Hospitality Inc. | $1,285,714 | 2023 |
| Haggerty Conglomerate, Inc. 401(K) Profit Sharing Plan | Haggerty Conglomerate, Inc. | $668,173 | 2023 |
| Hill Country Neurology Pa 401(K) Profit Sharing Plan | Hill Country Neurology Pa | $426,513 | 2023 |
| Full Moon Inn Inc. Retirement Plan | Full Moon Inn Inc. | $126,777 | 2023 |
| Hill Country Memorial Hospital 403(B) Retirement Plan | Hill Country Memorial Hospital | $2,709 | 2023 |
| Security State Bank & Trust | Security State Bank & Trust | not reported in the loaded dataset | 2023 |
| Security State Bank & Trust | Security State Bank & Trust | not reported in the loaded dataset | 2023 |
| Allen Keller Company, LLC Welfare Benefit Plan | Allen Keller Company, LLC | not reported in the loaded dataset | 2023 |
| Hill Country Memorial Hospital Welfare Benefit Plan | Hill Country Memorial Hospital | not reported in the loaded dataset | 2023 |
| Hill Country Memorial Hospital Flexible Benefit Cafeteria Plan | Hill Country Memorial Hospital | not reported in the loaded dataset | 2023 |
Largest plans in Fredericksburg → · Fredericksburg plans by participants → · Fredericksburg plans with financial data → · Fredericksburg plans with provider compensation → · $1B+ plans in Fredericksburg →
Related Form 5500 pages
- All TX Form 5500 filings
- Security State Bank & Trust 401(K) & Profit Sharing Plan (plan 002)
- Security State Bank & Trust — all reported plans
- Heartland Enterprises 401(K) Plan (plan 001)
- Heartland Enterprises. Ltd. — all reported plans
- Allied Equipment 401(K) Plan (plan 001)
- Allied Equipment, Inc. — all reported plans
- Vine & Dine Hospitality Inc. Retirement Plan (plan 001)
- Vine & Dine Hospitality Inc. — all reported plans
- Haggerty Conglomerate, Inc. 401(K) Profit Sharing Plan (plan 001)
- Haggerty Conglomerate, Inc. — all reported plans
- Hill Country Neurology Pa 401(K) Profit Sharing Plan (plan 004)
- Hill Country Neurology Pa — all reported plans
- Full Moon Inn Inc. Retirement Plan (plan 001)
- Full Moon Inn Inc. — all reported plans
- Hill Country Memorial Hospital 403(B) Retirement Plan (plan 003)
- Hill Country Memorial Hospital — all reported plans
- Security State Bank & Trust (plan 502)
- Security State Bank & Trust (plan 503)
- Allen Keller Company, LLC Welfare Benefit Plan (plan 502)
- Allen Keller Company, LLC — all reported plans
- Hill Country Memorial Hospital Welfare Benefit Plan (plan 501)
- Hill Country Memorial Hospital Flexible Benefit Cafeteria Plan (plan 502)
- Methodology
- Data sources