Plan5500

Liberty Hill, 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, Liberty Hill, TX has 5 loaded benefit plan(s) reported by 5 plan sponsor(s), with $1,044,222 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
5
Plan sponsors
5
Latest filing year
2023

What stands out in Liberty Hill

  • 5 loaded plans hold $1M in reported assets across 5 sponsors.
  • The largest, Highpointe Estate, Inc. 401(K) Plan, holds 51% of reported Liberty Hill plan assets.
  • Plans cover 13 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$1MSummed across loaded plans$1,044,222
Total reported assets$1M$1,044,222
Total reported participants13
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$1M total assets
Net assets$1MLiabilities—
Contributions & income
Employer contributions$6.4K
Participant contributions$22.2K
Total income / additions$424.1K
Expenses & distributions
Benefits paid / distributions$12.6K
Total expenses$13.4K
Net increase / (decrease)$410.8K

Data coverage

Plans with financial statements5 / 5 (100%)
Plans with provider compensation0 / 5 ()

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

Liberty Hill market comparison

Largest plan share of assets51%Highpointe Estate, Inc. 401(K) Plan
Participants per plan3Average across loaded plans
Plan sponsors5
Ranked by reported assets

Largest loaded plans in Liberty Hill

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

  1. 1
    Highpointe Estate, Inc. 401(K) Plan$530K
    Highpointe Estate, Inc. · 2023
  2. 2
    Triple H Tools Inc. Retirement Plan$218.4K
    Triple H Tools Inc. · 2023
  3. 3
    Leandertea Co 401(K) Plan$115.9K
    Leandertea Co · 2023
  4. 4
    Drarick Ventures Inc. Retirement Plan$90K
    Drarick Ventures Inc. · 2023
  5. 5
    Urban Rodzina Enterprises Inc. Retirement Plan$89.9K
    Urban Rodzina Enterprises Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Liberty Hill, TX?
5 plan(s) reported by 5 sponsor(s) are loaded for Liberty Hill, TX.

Related Form 5500 pages