Plan5500

Pipe Creek, 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, Pipe Creek, TX has 2 loaded benefit plan(s) reported by 2 plan sponsor(s), with $6,134,943 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
2
Plan sponsors
2
Latest filing year
2023

What stands out in Pipe Creek

  • 2 loaded plans hold $6.1M in reported assets across 2 sponsors.
  • The largest, Joseph L. Shepard Profit Sharing Plan, holds 80% of reported Pipe Creek plan assets.
  • Plans cover 4 participants — about 2 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$6.1MSummed across loaded plans$6,134,943
Total reported assets$6.1M$6,134,943
Total reported participants4
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$6.1M total assets
Net assets$6.1MLiabilities$0
Contributions & income
Employer contributions$0
Participant contributions$0
Total income / additions$505.2K
Expenses & distributions
Benefits paid / distributions$90K
Total expenses$90.8K
Net increase / (decrease)$414.5K

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation0 / 2 ()

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

Pipe Creek market comparison

Largest plan share of assets80%Joseph L. Shepard Profit Sharing Plan
Participants per plan2Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Pipe Creek

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

  1. 1
    Joseph L. Shepard Profit Sharing Plan$4.9M
    Joseph L. Shepard · 2023
  2. 2
    Triple H Beauty Holding Corporation 401(K) Profit Sharing Plan$1.3M
    Triple H Beauty Holding Corporation · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Pipe Creek, TX?
2 plan(s) reported by 2 sponsor(s) are loaded for Pipe Creek, TX.

Related Form 5500 pages