Mcgregor, 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, Mcgregor, TX has 4 loaded benefit plan(s) reported by 4 plan sponsor(s), with $31,559,101 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

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$31,559,101
Total reported liabilities (EOY)
$1,213,323
Total reported net assets (EOY)
$30,345,778

Contributions & income

Employer contributions
$1,790,903
Participant contributions
$1,967,026
Total income / additions
$15,749,310

Expenses & distributions

Benefits paid / distributions
$2,390,229
Total expenses
$2,589,174
Net increase / (decrease)
$13,160,136

Coverage

Total reported participants
611
Plans with financial statements
3
Plans with provider compensation
1

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

Largest loaded plans by reported assets

Largest loaded plans in Mcgregor, TX
PlanSponsorReported assets (EOY)Year
Trans-Tech Energy, LLC 401(K) PlanTrans-Tech Energy, LLC$19,118,8332023
First National Bank Of Mcgregor EsopThe First National Bank Of Mcgregor$10,155,2802023
Jlt Automotive, Inc. Dba Jim Turner Chevrolet 401k PlanJlt Automotive, Inc. Dba Jim Turner Chevrolet$2,284,9882023
Kasparian Underground, LLC Employee Benefit PlanKasparian Underground LLCnot reported in the loaded dataset2023

Related Form 5500 pages