Plan5500

Lago Vista, 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, Lago Vista, TX has 2 loaded benefit plan(s) reported by 2 plan sponsor(s), with $185,959 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 Lago Vista

  • 2 loaded plans hold $186K in reported assets across 2 sponsors.
  • The largest, Garage And More, Inc. 401(K) Profit Sharing Plan, holds 81% of reported Lago Vista plan assets.
  • Plans cover 2 participants — about 1 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$186KSummed across loaded plans$185,959
Total reported assets$186K$185,959
Total reported participants2
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$186K total assets
Net assets$186KLiabilities$0
Contributions & income
Employer contributions$0
Participant contributions$0
Total income / additions-$122.3K
Expenses & distributions
Benefits paid / distributions$0
Total expenses$25
Net increase / (decrease)-$122.3K

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 Lago Vista, 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

Lago Vista market comparison

Largest plan share of assets81%Garage And More, Inc. 401(K) Profit Sharing Plan
Participants per plan1Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Lago Vista

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

  1. 1
    Garage And More, Inc. 401(K) Profit Sharing Plan$149.9K
    Garage And More, Inc. · 2023
  2. 2
    Cuthbert Enterprises, Inc. 401(K) Profit Sharing Plan$36.1K
    Cuthbert Enterprises, Inc. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages