Spring Branch, 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 Branch, TX has 12 loaded benefit plan(s) reported by 9 plan sponsor(s), with $21,240,079 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
12
Plan sponsors
9
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$21,240,079
Total reported liabilities (EOY)
$123,127
Total reported net assets (EOY)
$21,116,952

Contributions & income

Employer contributions
$2,925,477
Participant contributions
$2,062,706
Total income / additions
$8,573,590

Expenses & distributions

Benefits paid / distributions
$4,016,859
Total expenses
$4,314,408
Net increase / (decrease)
$4,259,182

Coverage

Total reported participants
1,446
Plans with financial statements
10
Plans with provider compensation
3

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Spring Branch, 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.

Largest loaded plans by reported assets

Largest loaded plans in Spring Branch, TX
PlanSponsorReported assets (EOY)Year
M&S Companies 401(K) PlanM&S Engineering, LLC$13,183,3952023
The Contractors Retirement PlanAerohead Group, Inc.$3,476,7262023
Compliance 401(K) Multiple Employer PlanVanguard Resources$3,169,9392023
Jjklm, Inc. Profit Sharing PlanJjklm, Inc.$516,9032023
Jbj1202 Group Corporation Profit Sharing PlanJbj1202 Group Corporation$350,0102023
Zelos, Inc. Retirement PlanZelos, Inc.$300,6582023
Bednbeakfest, Inc. 401(K) PlanBednbeakfest, Inc.$95,2972023
Vanguard Resources Employee Benefit Plan TrustVanguard Resources Inc$76,1612023
Spring River Enterprises Inc. Retirement PlanSpring River Enterprises Inc.$51,1602023
Hdmle Incorporated Retirement PlanHdmle Incorporated$19,8302023
M & S Engineering, LLC Employee Benefits PlanM & S Engineering, LLCnot reported in the loaded dataset2023
Vanguard Resources Ad&D PlanVanguard Resources Incnot reported in the loaded dataset2023

Related Form 5500 pages