Plan5500

Lantana, 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, Lantana, TX has 9 loaded benefit plan(s) reported by 9 plan sponsor(s), with $4,057,179 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
9
Plan sponsors
9
Latest filing year
2023

What stands out in Lantana

  • 9 loaded plans hold $4.1M in reported assets across 9 sponsors.
  • The largest, Temporary Housing Solutions 401k Trust, holds 51% of reported Lantana plan assets.
  • Plans cover 27 participants — about 3 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$4.1MSummed across loaded plans$4,056,976
Total reported assets$4.1M$4,057,179
Total reported participants27
Total reported liabilities$203

Reported net position

Reported assets = net assets + liabilities (summed)$4.1M total assets
Net assets$4.1MLiabilities$203
Contributions & income
Employer contributions$2.3K
Participant contributions$2.3K
Total income / additions$1.2M
Expenses & distributions
Benefits paid / distributions$20K
Total expenses$21.4K
Net increase / (decrease)$1.2M

Data coverage

Plans with financial statements9 / 9 (100%)
Plans with provider compensation0 / 9 ()

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

Lantana market comparison

Largest plan share of assets51%Temporary Housing Solutions 401k Trust
Participants per plan3Average across loaded plans
Plan sponsors9
Ranked by reported assets

Largest loaded plans in Lantana

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

  1. 1
    Temporary Housing Solutions 401k Trust$2.1M
    Temporary Housing Solutions Inc. · 2023
  2. 2
    Silver Pup Incorporated 401(K) Plan$561.3K
    Silver Pup Incorporated · 2023
  3. 3
    Lapau, Inc. 401k Profit Sharing Plan$487.9K
    Lapau, Inc. · 2023
  4. 4
    Narrow Gate Enterprises, Inc. 401(K) Profit Sharing Plan$256.9K
    Narrow Gate Enterprises, Inc. · 2023
  5. 5
    Longhorn Logistics, Inc. 401(K) Plan$206.3K
    Longhorn Logistics, Inc. · 2023
  6. 6
    Tripp Asset Management Retirement Plan$153.7K
    Tripp Asset Management, Inc. · 2023
  7. 7
    Pggrands Inc. 401(K) Plan/Trust$148.2K
    Pggrands, Inc. · 2023
  8. 8
    Bullie Enterprises, Inc. Retirement Plan$95.3K
    Bullie Enterprises, Inc. · 2023
  9. 9
    Bzbx, Inc. 401(K) Profit Sharing Plan$85.5K
    Bzbx, Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Lantana, TX?
9 plan(s) reported by 9 sponsor(s) are loaded for Lantana, TX.

Related Form 5500 pages