Granbury, 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, Granbury, TX has 17 loaded benefit plan(s) reported by 16 plan sponsor(s), with $20,069,148 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
17
Plan sponsors
16
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$20,069,148
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$20,069,148

Contributions & income

Employer contributions
$346,954
Participant contributions
$850,127
Total income / additions
$3,980,792

Expenses & distributions

Benefits paid / distributions
$1,207,681
Total expenses
$1,322,838
Net increase / (decrease)
$2,657,954

Coverage

Total reported participants
1,136
Plans with financial statements
14
Plans with provider compensation
2

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Granbury, 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 Granbury, TX
PlanSponsorReported assets (EOY)Year
Equibrand Corporation 401(K) Profit Sharing PlanEquibrand Corporation$12,008,0472023
Roger Blackwelder Self Employed Profit Sharing PlanRoger Blackwelder$2,538,4692023
Pathtech Ltd Profit Sharing Plan U/A 12/27/02Pathtech Ltd$1,769,7992023
Bobbydazzlers, Inc. 401(K) Profit Sharing PlanBobbydazzlers, Inc.$1,297,0132023
Luke Laine Company 401(K) PlanLuke Laine Company$922,6022023
Hard Way Inc 401(K) Profit Sharing Plan & TrustHard Way Inc$574,7212023
Granbury Insurance Agency Retirement PlanGranbury Insurance Agency, Inc.$291,1202023
The Brazos Mercantile Co. 401(K) PlanThe Brazos Mercantile Co.$191,7492023
Weme Incorporated Retirement PlanWeme Incorporated$187,9042023
Kebo Water Service Co. 401(K) PlanKebo Water Service Co.$186,3362023
Jullen Properties 401kJullen Properties Corporation$101,3882023
Northeastern Pavers Health And Welfare Benefit PlanNortheastern Pavers, Inc$02023
J&Vh Ventures, Inc. Retirement PlanJ&Vh Ventures, Inc.$02023
5h Reserve Holdings, Inc. 401(K) Profit Sharing Plan5h Reserve Holdings, Inc.$02023
TerricaTerrica Corporationnot reported in the loaded dataset2023
Us Shale Solutions Benefit PlanUs Shale Solutionsnot reported in the loaded dataset2023
Equibrand Corp Employee Benefit PlanEquibrand Corporationnot reported in the loaded dataset2023

Related Form 5500 pages