Gilmer, 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, Gilmer, TX has 7 loaded benefit plan(s) reported by 5 plan sponsor(s), with $11,149,956 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
7
Plan sponsors
5
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$11.1MSummed across loaded plans$11,148,366
Total reported assets$11.1M$11,149,956
Total reported participants1.3K1,266
Total reported liabilities$1.6K$1,590

Reported net position

Reported assets = net assets + liabilities (summed)$11.1M total assets
Net assets$11.1MLiabilities$1.6K
Contributions & income
Employer contributions$611.3K
Participant contributions$433.2K
Total income / additions$2.2M
Expenses & distributions
Benefits paid / distributions$443.5K
Total expenses$502.6K
Net increase / (decrease)$1.7M

Data coverage

Plans with financial statements2 / 7 (29%)
Plans with provider compensation3 / 7 (43%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Gilmer, 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 Gilmer, TX
PlanSponsorReported assets (EOY)Year
First Gilmer Bankshares Employee Savings PlanFirst National Bank Of Gilmer$11,026,5572023
Kaw Ventures Retirement PlanKaw Ventures, Inc.$123,3992023
First National Bank Of East Texas Wrap PlanFirst National Bank Of East Texasnot reported in the loaded dataset2023
Etex Telephone Cooperative Inc Comprehensive Major Medical Health Care PlanEtex Telephone Cooperative Inc.not reported in the loaded dataset2023
Etex Telephone Cooperative Inc. Life And Long-Term Disability Insurance PlanEtex Telephone Cooperative Inc.not reported in the loaded dataset2023
Custom Commodities Transport, Inc.Custom Commodities, Inc.not reported in the loaded dataset2023
Direct Water Welfare Benefit PlanDirect Waternot reported in the loaded dataset2023

Related Form 5500 pages