Sachse, 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, Sachse, TX has 5 loaded benefit plan(s) reported by 5 plan sponsor(s), with $423,428 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
5
Plan sponsors
5
Latest filing year
2023

What stands out in Sachse

  • 5 loaded plans hold $423.4K in reported assets across 5 sponsors.
  • The largest, The Gharbia Group, Inc. 401(K) Profit Sharing Plan, holds 48% of reported Sachse plan assets.
  • Plans cover 160 participants — about 32 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • 20% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$423.4KSummed across loaded plans$423,428
Total reported assets$423.4K$423,428
Total reported participants160
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$423.4K total assets
Net assets$423.4KLiabilities$0
Contributions & income
Employer contributions$0
Participant contributions$76.6K
Total income / additions$71K
Expenses & distributions
Benefits paid / distributions$22.8K
Total expenses$37.8K
Net increase / (decrease)$33.2K

Data coverage

Plans with financial statements5 / 5 (100%)
Plans with provider compensation1 / 5 (20%)

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

Sachse market comparison

Largest plan share of assets48%The Gharbia Group, Inc. 401(K) Profit Sharing Plan
Participants per plan32Average across loaded plans
Plan sponsors5
Ranked by reported assets

Largest loaded plans in Sachse

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

  1. 1
    The Gharbia Group, Inc. · 2023
  2. 2
    Csl Sachse 2017, LLC · 2023
  3. 3
    Tnt Family Entertainment Inc. · 2023
  4. 4
    Venardis Holdings Corporation · 2023
  5. 5
    1897 Holdings, Inc. · 2023

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Sachse, TX?
5 plan(s) reported by 5 sponsor(s) are loaded for Sachse, TX.

Related Form 5500 pages