Plan5500

Pinehurst, 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, Pinehurst, TX has 3 loaded benefit plan(s) reported by 3 plan sponsor(s), with $360,545 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 Pinehurst

  • 3 loaded plans hold $360.5K in reported assets across 3 sponsors.
  • The largest, J&C Branding Inc. Retirement Plan, holds 35% of reported Pinehurst plan assets.
  • Plans cover 57 participants — about 19 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$360.5KSummed across loaded plans$360,545
Total reported assets$360.5K$360,545
Total reported participants57
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$360.5K total assets
Net assets$360.5KLiabilities—
Contributions & income
Employer contributions$756K
Participant contributions$2.9K
Total income / additions$878.6K
Expenses & distributions
Benefits paid / distributions$576.1K
Total expenses$648K
Net increase / (decrease)$230.5K

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 Pinehurst, 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

Pinehurst market comparison

Largest plan share of assets35%J&C Branding Inc. Retirement Plan
Participants per plan19Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in Pinehurst

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

  1. 1
    J&C Branding Inc. Retirement Plan$125K
    J&C Branding Inc. · 2023
  2. 2
    Shepherd International Innovations, Inc. Retirement Plan$124.7K
    Shepherd International Innovations, Inc. · 2023
  3. 3
    Edge Systems Employee Benefit Plan Trust$110.8K
    Edge Financial, LLC · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages