Plan5500

Melissa, 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, Melissa, TX has 6 loaded benefit plan(s) reported by 5 plan sponsor(s), with $17,239,599 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
6
Plan sponsors
5
Latest filing year
2023

What stands out in Melissa

  • 6 loaded plans hold $17.2M in reported assets across 5 sponsors.
  • The largest, Lacore Enterprises, LLC., holds 50% of reported Melissa plan assets.
  • Plans cover 2,132 participants — about 355 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$17.2MSummed across loaded plans$17,239,599
Total reported assets$17.2M$17,239,599
Total reported participants2.1K2,132
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$17.2M total assets
Net assets$17.2MLiabilities$0
Contributions & income
Employer contributions$651.4K
Participant contributions$2.2M
Total income / additions$4.7M
Expenses & distributions
Benefits paid / distributions$2.2M
Total expenses$2.2M
Net increase / (decrease)$2.5M

Data coverage

Plans with financial statements4 / 6 (67%)
Plans with provider compensation2 / 6 (33%)

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

Melissa market comparison

Largest plan share of assets50%Lacore Enterprises, LLC.
Participants per plan355Average across loaded plans
Plan sponsors5
Ranked by reported assets

Largest loaded plans in Melissa

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

  1. 1
    Lacore Enterprises, LLC.$8.5M
    Lacore Enterprises, LLC. · 2023
  2. 2
    Intelligent Brands, Inc. 401k Plan$8.5M
    Intelligent Brands, Inc. · 2023
  3. 3
    Kcm Love Dogs Inc. Retirement Plan$221.5K
    Kcm Love Dogs Inc. · 2023
  4. 4
    Happy Path Health Inc. Retirement Plan$0
    Happy Path Health Inc. · 2023
  5. 5
    Lacore Enterprises, LLC Wrap Plannot reported in the loaded dataset
    Lacore Enterprises · 2023
  6. 6
    Intelligent Brands, Inc. Health And Welfare Benefit Plannot reported in the loaded dataset
    Intelligent Brands, Inc. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages