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

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

Plana, 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, Plana, TX has 1 loaded benefit plan(s) reported by 1 plan sponsor(s), with $95,969 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 Plana

1 loaded plans hold $96K in reported assets across 1 sponsors.
The largest, Kmb Holdings, Inc. Retirement Plan, holds 100% of reported Plana plan assets.
Plans cover 2 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$96KSummed across loaded plans$95,969

Total reported assets$96K$95,969

Total reported participants2

Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$96K total assets

Net assets$96KLiabilities—

Expenses & distributions

Benefits paid / distributionsNot reported

Total expenses$0

Net increase / (decrease)-$8.6K

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 Plana, 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

Plana market comparison

Largest plan share of assets100%Kmb Holdings, Inc. Retirement Plan

Participants per plan2Average across loaded plans

Plan sponsors1

Ranked by reported assets

Largest loaded plans in Plana

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

1
Kmb Holdings, Inc. Retirement Plan$96K
Kmb Holdings, Inc. · 2023

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

What to inspect next

Frequently asked questions

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