Gun Barrel City, 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, Gun Barrel City, TX has 3 loaded benefit plan(s) reported by 3 plan sponsor(s), with $347,647 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
3
Plan sponsors
3
Latest filing year
2023

What stands out in Gun Barrel City

  • 3 loaded plans hold $347.6K in reported assets across 3 sponsors.
  • The largest, J D White Development Inc., Profit Sharing Plan, holds 64% of reported Gun Barrel City plan assets.
  • Plans cover 6 participants — about 2 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$347.6KSummed across loaded plans$347,647
Total reported assets$347.6K$347,647
Total reported participants6
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$347.6K total assets
Net assets$347.6KLiabilities
Contributions & income
Employer contributions$135
Participant contributions$169
Total income / additions-$19K
Expenses & distributions
Benefits paid / distributions$0
Total expenses$75
Net increase / (decrease)-$19.1K

Data coverage

Plans with financial statements3 / 3 (100%)
Plans with provider compensation0 / 3 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Gun Barrel City, 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.

Computed from loaded plans

Gun Barrel City market comparison

Largest plan share of assets64%J D White Development Inc., Profit Sharing Plan
Participants per plan2Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in Gun Barrel City

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    J D White Development, Inc · 2023
  2. 2
    Mbe Holdings Inc. · 2023
  3. 3
    E.T. One Investment Enterprises, Inc. · 2023

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Gun Barrel City, TX?
3 plan(s) reported by 3 sponsor(s) are loaded for Gun Barrel City, TX.

Related Form 5500 pages