Plan5500

Louise, 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, Louise, TX has 3 loaded benefit plan(s) reported by 2 plan sponsor(s), with $17,055,724 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

What stands out in Louise

  • 3 loaded plans hold $17.1M in reported assets across 2 sponsors.
  • The largest, First State Bank Employee Savings Plan, holds 83% of reported Louise plan assets.
  • Plans cover 379 participants — about 126 per plan.
  • 67% of loaded plans report full Schedule H/I financial statements.
  • 33% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$17.1MSummed across loaded plans$17,055,724
Total reported assets$17.1M$17,055,724
Total reported participants379
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$17.1M total assets
Net assets$17.1MLiabilities$0
Contributions & income
Employer contributions$370.8K
Participant contributions$685.4K
Total income / additions$4.3M
Expenses & distributions
Benefits paid / distributions$1.5M
Total expenses$1.6M
Net increase / (decrease)$2.7M

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation1 / 3 (33%)

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

Louise market comparison

Largest plan share of assets83%First State Bank Employee Savings Plan
Participants per plan126Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Louise

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

  1. 1
    First State Bank Employee Savings Plan$14.1M
    First State Bank · 2023
  2. 2
    K-C Lease Service, Inc. 401(K) Plan$2.9M
    K-C Lease Service Inc. · 2023
  3. 3
    First State Bank Health And Welfare Plannot reported in the loaded dataset
    First State Bank · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages