Plan5500

Kingwood Area, 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, Kingwood Area, TX has 1 loaded benefit plan(s) reported by 1 plan sponsor(s), with $123,305 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 Kingwood Area

  • 1 loaded plans hold $123.3K in reported assets across 1 sponsors.
  • The largest, Jinx & Oscar Incorporated 401k Profit Sharing Plan, holds 100% of reported Kingwood Area plan assets.
  • Plans cover 2 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$123.3KSummed across loaded plans$123,305
Total reported assets$123.3K$123,305
Total reported participants2
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$123.3K total assets
Net assets$123.3KLiabilities—
Contributions & income
Employer contributionsNot reported
Participant contributions$1K
Total income / additions$62.8K
Expenses & distributions
Benefits paid / distributionsNot reported
Total expenses$100
Net increase / (decrease)$62.7K

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 Kingwood Area, 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

Kingwood Area market comparison

Largest plan share of assets100%Jinx & Oscar Incorporated 401k Profit Sharing Plan
Participants per plan2Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Kingwood Area

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

  1. 1
    Jinx & Oscar Incorporated 401k Profit Sharing Plan$123.3K
    Jinx & Oscar Incorporated · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages