Plan5500

Santa Fe, 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, Santa Fe, TX has 4 loaded benefit plan(s) reported by 4 plan sponsor(s), with $464,124 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
4
Plan sponsors
4
Latest filing year
2023

What stands out in Santa Fe

  • 4 loaded plans hold $464.1K in reported assets across 4 sponsors.
  • The largest, Mittelsted Holdings, Inc. 401(K) Profit Sharing Plan, holds 47% of reported Santa Fe plan assets.
  • Plans cover 7 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$464KSummed across loaded plans$464,024
Total reported assets$464.1K$464,124
Total reported participants7
Total reported liabilities$100

Reported net position

Reported assets = net assets + liabilities (summed)$464.1K total assets
Net assets$464KLiabilities$100
Contributions & income
Employer contributions$0
Participant contributions$190
Total income / additions-$51.5K
Expenses & distributions
Benefits paid / distributions$0
Total expenses$95
Net increase / (decrease)-$51.6K

Data coverage

Plans with financial statements4 / 4 (100%)
Plans with provider compensation0 / 4 ()

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

Santa Fe market comparison

Largest plan share of assets47%Mittelsted Holdings, Inc. 401(K) Profit Sharing Plan
Participants per plan2Average across loaded plans
Plan sponsors4
Ranked by reported assets

Largest loaded plans in Santa Fe

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

  1. 1
    Mittelsted Holdings, Inc. 401(K) Profit Sharing Plan$220.3K
    Mittelsted Holdings, Inc. · 2023
  2. 2
    Ginavi Investments, Inc. 401(K) Profit Sharing Plan$168.1K
    Ginavi Investments, Inc. · 2023
  3. 3
    Slm Holdings Corporation 401(K) Plan$45.1K
    Slm Holdings Corporation · 2023
  4. 4
    Imperial Technology Services, Inc. 401(K) Profit Sharing Plan$30.6K
    Imperial Technology Services, Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Santa Fe, TX?
4 plan(s) reported by 4 sponsor(s) are loaded for Santa Fe, TX.

Related Form 5500 pages