Plan5500

Lytle, 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, Lytle, TX has 3 loaded benefit plan(s) reported by 3 plan sponsor(s), with $1,401,743 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
3
Latest filing year
2023

What stands out in Lytle

  • 3 loaded plans hold $1.4M in reported assets across 3 sponsors.
  • The largest, Compass Factor, Inc. Profit Sharing Plan, holds 91% of reported Lytle plan assets.
  • Plans cover 5 participants — about 2 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$1.4MSummed across loaded plans$1,401,743
Total reported assets$1.4M$1,401,743
Total reported participants5
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$1.4M total assets
Net assets$1.4MLiabilities$0
Contributions & income
Employer contributions$0
Participant contributions$0
Total income / additions$129.6K
Expenses & distributions
Benefits paid / distributions$0
Total expenses$20
Net increase / (decrease)$129.5K

Data coverage

Plans with financial statements3 / 3 (100%)
Plans with provider compensation0 / 3 ()

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

Lytle market comparison

Largest plan share of assets91%Compass Factor, Inc. Profit Sharing Plan
Participants per plan2Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in Lytle

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

  1. 1
    Compass Factor, Inc. Profit Sharing Plan$1.3M
    Compass Factor, Inc. · 2023
  2. 2
    Msf Legacy, Inc. 401(K) Profit Sharing Plan$83.4K
    Msf Legacy, Inc. · 2023
  3. 3
    Annas Groovy Ice Inc 401(K) Plan$37.9K
    Annas Groovy Ice Inc · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages