Lampasas, 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, Lampasas, TX has 3 loaded benefit plan(s) reported by 2 plan sponsor(s), with $5,312,733 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
3
Plan sponsors
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$5,312,733
Total reported liabilities (EOY)
$3,073
Total reported net assets (EOY)
$5,309,660

Contributions & income

Employer contributions
$108,458
Participant contributions
$331,260
Total income / additions
$1,249,457

Expenses & distributions

Benefits paid / distributions
$167,394
Total expenses
$173,401
Net increase / (decrease)
$1,076,056

Coverage

Total reported participants
237
Plans with financial statements
2
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Lampasas, 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 Lampasas, TX
PlanSponsorReported assets (EOY)Year
Benny Boyd, Ltd. 401(K) Profit Sharing PlanBenny Boyd, Ltd.$5,058,4502023
Kayclay Enterprises Inc. - Pension Transfer Trust PlanKayclay Enterprises, Inc.$254,2832023
Benny Boyd, Ltd Health & Welfare PlanBenny Boyd, Ltdnot reported in the loaded dataset2023

Related Form 5500 pages