Plan5500

Spring Beach, 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, Spring Beach, TX has 1 loaded benefit plan(s) reported by 1 plan sponsor(s), with $338,727 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 Spring Beach

  • 1 loaded plans hold $338.7K in reported assets across 1 sponsors.
  • The largest, Phenix De Tejas, Inc. 401(K) Plan, holds 100% of reported Spring Beach 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$338.7KSummed across loaded plans$338,727
Total reported assets$338.7K$338,727
Total reported participants2
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$338.7K total assets
Net assets$338.7KLiabilities$0
Contributions & income
Employer contributions$0
Participant contributions$0
Total income / additions$0
Expenses & distributions
Benefits paid / distributions$0
Total expenses$0
Net increase / (decrease)$0

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 Spring Beach, 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

Spring Beach market comparison

Largest plan share of assets100%Phenix De Tejas, Inc. 401(K) Plan
Participants per plan2Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Spring Beach

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

  1. 1
    Phenix De Tejas, Inc. 401(K) Plan$338.7K
    Phenix De Tejas, Inc. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages