Plan5500

Lavon, 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, Lavon, TX has 4 loaded benefit plan(s) reported by 4 plan sponsor(s), with $111,644 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
4
Plan sponsors
4
Latest filing year
2023

What stands out in Lavon

  • 4 loaded plans hold $111.6K in reported assets across 4 sponsors.
  • The largest, Jwj Outdoor Ventures, Inc. 401(K) Plan, holds 100% of reported Lavon plan assets.
  • Plans cover 123 participants — about 31 per plan.
  • 75% 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$111.6KSummed across loaded plans$111,644
Total reported assets$111.6K$111,644
Total reported participants123
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$111.6K total assets
Net assets$111.6KLiabilities$0
Contributions & income
Employer contributions$1.2K
Participant contributions$1.6K
Total income / additions-$122.4K
Expenses & distributions
Benefits paid / distributions$4.8K
Total expenses$4.8K
Net increase / (decrease)-$127.2K

Data coverage

Plans with financial statements3 / 4 (75%)
Plans with provider compensation0 / 4 ()

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

Lavon market comparison

Largest plan share of assets100%Jwj Outdoor Ventures, Inc. 401(K) Plan
Participants per plan31Average across loaded plans
Plan sponsors4
Ranked by reported assets

Largest loaded plans in Lavon

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

  1. 1
    Jwj Outdoor Ventures, Inc. 401(K) Plan$111.6K
    Jwj Outdoor Ventures, Inc. · 2023
  2. 2
    Robdar, Inc. 401(K) Plan$0
    Robdar, Inc. · 2023
  3. 3
    Firefly Drafthouse, Inc. 401(K) Profit Sharing Plan$0
    Firefly Drafthouse, Inc. · 2023
  4. 4
    Caprock Precast, LLC Employee Benefit Plannot reported in the loaded dataset
    Caprock Precast, LLC · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Lavon, TX?
4 plan(s) reported by 4 sponsor(s) are loaded for Lavon, TX.

Related Form 5500 pages