Greenville, 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, Greenville, TX has 12 loaded benefit plan(s) reported by 9 plan sponsor(s), with $47,444,966 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 12
- Plan sponsors
- 9
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $47,444,966
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $47,444,966
Contributions & income
- Employer contributions
- $1,091,048
- Participant contributions
- $3,271,519
- Total income / additions
- $13,127,215
Expenses & distributions
- Benefits paid / distributions
- $2,813,865
- Total expenses
- $2,917,255
- Net increase / (decrease)
- $10,209,960
Coverage
- Total reported participants
- 1,580
- Plans with financial statements
- 7
- Plans with provider compensation
- 6
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Greenville, 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 |
|---|---|---|---|
| Innovation First International 401(K) Profit Sharing Plan And Trust | Innovation First International, Inc. | $20,849,556 | 2023 |
| Vsc Synapse LLC Salary Saving Plan | Vsc Synapse LLC | $7,414,803 | 2023 |
| Texas Book Company Savings And Profit Sharing Plan | Texas Book Company | $6,644,674 | 2023 |
| Sphero Retirement Savings Plan | Sphero, Inc. | $4,996,665 | 2023 |
| Live Happy Holdings, Inc. Retirement Plan | Live Happy Holdings, Inc. | $4,730,015 | 2023 |
| Community Health Service Agency 403(B) Plan | Community Health Service Agency | $2,809,253 | 2023 |
| Carroll Residential Pools & Exteriors Inc. Retirement Plan | Carroll Residential Pools & Exteriors Inc. | $0 | 2023 |
| Innovation First International, Inc. Health & Welfare Plan | Innovation First International, Inc. | not reported in the loaded dataset | 2023 |
| Mycentric Healthcare Employee Health & Welfare Plan | Mycentric Healthcare | not reported in the loaded dataset | 2023 |
| Texas Book Company, Inc. Wrap Plan | Texas Book Company, Inc. | not reported in the loaded dataset | 2023 |
| Carevide Wrap Plan | Carevide | not reported in the loaded dataset | 2023 |
| Jack Finney Healthcare, Inc. Dba Legend Oaks Healthcare & Rehabilitation Greenville Occupational Injury Plan | Jack Finney Healthcare, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Greenville → · Greenville plans by participants → · Greenville plans with financial data → · Greenville plans with provider compensation → · $1B+ plans in Greenville →
Related Form 5500 pages
- All TX Form 5500 filings
- Innovation First International 401(K) Profit Sharing Plan And Trust (plan 003)
- Innovation First International, Inc. — all reported plans
- Vsc Synapse LLC Salary Saving Plan (plan 001)
- Vsc Synapse LLC — all reported plans
- Texas Book Company Savings And Profit Sharing Plan (plan 001)
- Texas Book Company — all reported plans
- Sphero Retirement Savings Plan (plan 001)
- Sphero, Inc. — all reported plans
- Live Happy Holdings, Inc. Retirement Plan (plan 001)
- Live Happy Holdings, Inc. — all reported plans
- Community Health Service Agency 403(B) Plan (plan 001)
- Community Health Service Agency — all reported plans
- Carroll Residential Pools & Exteriors Inc. Retirement Plan (plan 001)
- Carroll Residential Pools & Exteriors Inc. — all reported plans
- Innovation First International, Inc. Health & Welfare Plan (plan 501)
- Mycentric Healthcare Employee Health & Welfare Plan (plan 501)
- Mycentric Healthcare — all reported plans
- Texas Book Company, Inc. Wrap Plan (plan 501)
- Carevide Wrap Plan (plan 501)
- Jack Finney Healthcare, Inc. Dba Legend Oaks Healthcare & Rehabilitation Greenville Occupational Injury Plan (plan 502)
- Jack Finney Healthcare, Inc. — all reported plans
- Methodology
- Data sources