Plan5500

La Vernia, 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, La Vernia, TX has 2 loaded benefit plan(s) reported by 2 plan sponsor(s), with $634,234 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
2
Plan sponsors
2
Latest filing year
2023

What stands out in La Vernia

  • 2 loaded plans hold $634.2K in reported assets across 2 sponsors.
  • The largest, Jbhl Holdings Corporation 401(K) Profit Sharing Plan, holds 66% of reported La Vernia plan assets.
  • Plans cover 25 participants — about 13 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$634.2KSummed across loaded plans$634,234
Total reported assets$634.2K$634,234
Total reported participants25
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$634.2K total assets
Net assets$634.2KLiabilities—
Contributions & income
Employer contributions$4.1K
Participant contributions$4.1K
Total income / additions-$364K
Expenses & distributions
Benefits paid / distributions$9K
Total expenses$9K
Net increase / (decrease)-$373K

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation0 / 2 ()

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

La Vernia market comparison

Largest plan share of assets66%Jbhl Holdings Corporation 401(K) Profit Sharing Plan
Participants per plan13Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in La Vernia

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

  1. 1
    Jbhl Holdings Corporation 401(K) Profit Sharing Plan$416K
    Jbhl Holdings Corporation · 2023
  2. 2
    Thuneman Corporation 401(K) Plan$218.2K
    Thuneman Corporation · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for La Vernia, TX?
2 plan(s) reported by 2 sponsor(s) are loaded for La Vernia, TX.

Related Form 5500 pages