How many Form 5500 benefit plans are loaded for Hamlin, TX?

1 plan(s) reported by 1 sponsor(s) are loaded for Hamlin, TX.

Hamlin, 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, Hamlin, TX has 1 loaded benefit plan(s) reported by 1 plan sponsor(s), with $1,198,857 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans: 1
Plan sponsors: 1
Latest filing year: 2023

What stands out in Hamlin

1 loaded plans hold $1.2M in reported assets across 1 sponsors.
The largest, James E Rodgers And Company, P.C. Employees Profit Sharing Plan And Trust, holds 100% of reported Hamlin plan assets.
Plans cover 10 participants — about 10 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$1.2MSummed across loaded plans$1,198,857

Total reported assets$1.2M$1,198,857

Total reported participants10

Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$1.2M total assets

Net assets$1.2MLiabilities—

Contributions & income

Employer contributions$24K

Participant contributionsNot reported

Total income / additions$173K

Expenses & distributions

Benefits paid / distributions$6.8K

Total expenses$6.8K

Net increase / (decrease)$166.2K

Data coverage

Plans with financial statements1 / 1 (100%)

Plans with provider compensation0 / 1 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Hamlin, 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

Hamlin market comparison

Largest plan share of assets100%James E Rodgers And Company, P.C. Employees Profit Sharing Plan And Trust

Participants per plan10Average across loaded plans

Plan sponsors1

Ranked by reported assets

Largest loaded plans in Hamlin

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

1
James E Rodgers And Company, P.C. Employees Profit Sharing Plan And Trust$1.2M
James E. Rodgers And Company, P.C. · 2023

Largest plans in Hamlin → · Hamlin plans by participants → · Hamlin plans with financial data → · Hamlin plans with provider compensation → · $1B+ plans in Hamlin →

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Hamlin, TX?: 1 plan(s) reported by 1 sponsor(s) are loaded for Hamlin, TX.