Mt. Pleasant, 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, Mt. Pleasant, TX has 6 loaded benefit plan(s) reported by 5 plan sponsor(s), with $96,730,899 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
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $96,730,899
- Total reported liabilities (EOY)
- $8,264
- Total reported net assets (EOY)
- $96,722,635
Contributions & income
- Employer contributions
- $3,041,540
- Participant contributions
- $5,725,780
- Total income / additions
- $17,727,417
Expenses & distributions
- Benefits paid / distributions
- $14,117,261
- Total expenses
- $14,366,393
- Net increase / (decrease)
- $3,361,024
Coverage
- Total reported participants
- 3,203
- Plans with financial statements
- 4
- Plans with provider compensation
- 5
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Mt. Pleasant, 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
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Guaranty Bancshares, Inc. Esop W/401(K) Provisions | Guaranty Bancshares, Inc. | $59,255,346 | 2023 |
| Priefert Manufacturing Co., Inc. 401(K) Retirement Trust | Priefert Manufacturing Company, Inc | $31,278,437 | 2023 |
| Ronnie Dunavant Insurance Agency | Ronnie Dunavant Insurance Agency | $1,235,470 | 2023 |
| Priefert Employee Benefit Plan | Priefert Mfg Co., Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Mt. Pleasant → · Mt. Pleasant plans by participants → · Mt. Pleasant plans with financial data → · Mt. Pleasant plans with provider compensation → · $1B+ plans in Mt. Pleasant →
Related Form 5500 pages
- All TX Form 5500 filings
- Guaranty Bancshares, Inc. Esop W/401(K) Provisions (plan 001)
- Guaranty Bancshares, Inc. — all reported plans
- Priefert Manufacturing Co., Inc. 401(K) Retirement Trust (plan 001)
- Priefert Manufacturing Company, Inc — all reported plans
- Ronnie Dunavant Insurance Agency (plan 001)
- Ronnie Dunavant Insurance Agency — all reported plans
- Priefert Employee Benefit Plan (plan 501)
- Methodology
- Data sources