How many Form 5500 benefit plans are loaded for Minneola, TX?

1 plan(s) reported by 1 sponsor(s) are loaded for Minneola, TX.

Minneola, 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, Minneola, TX has 1 loaded benefit plan(s) reported by 1 plan sponsor(s), with $992,047 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans: 1
Plan sponsors: 1
Latest filing year: 2023

What stands out in Minneola

1 loaded plans hold $992K in reported assets across 1 sponsors.
The largest, Sorelle Tree Farm, Inc. 401(K) Plan, holds 100% of reported Minneola plan assets.
Plans cover 16 participants — about 16 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$992KSummed across loaded plans$992,047

Total reported assets$992K$992,047

Total reported participants16

Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$992K total assets

Net assets$992KLiabilities—

Contributions & income

Employer contributions$8.9K

Participant contributions$61.9K

Total income / additions$63.8K

Expenses & distributions

Benefits paid / distributions$27.9K

Total expenses$29.8K

Net increase / (decrease)$34K

Data coverage

Plans with financial statements1 / 1 (100%)

Plans with provider compensation0 / 1 ()

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

Minneola market comparison

Largest plan share of assets100%Sorelle Tree Farm, Inc. 401(K) Plan

Participants per plan16Average across loaded plans

Plan sponsors1

Ranked by reported assets

Largest loaded plans in Minneola

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

1
Sorelle Tree Farm, Inc. 401(K) Plan$992K
Sorelle Tree Farm, Inc. · 2023

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

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Frequently asked questions

How many Form 5500 benefit plans are loaded for Minneola, TX?: 1 plan(s) reported by 1 sponsor(s) are loaded for Minneola, TX.