Highland Village, 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, Highland Village, TX has 7 loaded benefit plan(s) reported by 6 plan sponsor(s), with $4,738,672 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
6
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$4,738,672
Total reported liabilities (EOY)
$71,824
Total reported net assets (EOY)
$4,666,848

Contributions & income

Employer contributions
$755,231
Participant contributions
$134,492
Total income / additions
$988,609

Expenses & distributions

Benefits paid / distributions
$659,503
Total expenses
$722,795
Net increase / (decrease)
$265,814

Coverage

Total reported participants
1,305
Plans with financial statements
7
Plans with provider compensation
2

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Highland Village, 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 Highland Village, TX
PlanSponsorReported assets (EOY)Year
Cathy E Bennett & Assoc., Inc. Profit Sharing Plan & TrustCathy E. Bennett & Assoc., Inc.$2,239,9202023
Melgar Facility Maintenance, LLC D/B/A Mfm Industries Retirement PlanMelgar Facility Maintenance LLC Dba Mfm Industries$1,122,2762023
First Brew Fm Inc. Retirement PlanFirst Brew Fm Inc.$573,8472023
Dnav 401kDnav Inc.$328,8602023
Elmo Lights Inc. Retirement PlanElmo Lights Inc.$261,6272023
Melgar Facility Maintenance, LLC Health And Welfare PlanMelgar Facility Maintenance, LLC$212,1422023
Career Reboot, Inc. 401(K) PlanCareer Reboot, Inc.$02023

Related Form 5500 pages