Stephenville, 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, Stephenville, TX has 9 loaded benefit plan(s) reported by 8 plan sponsor(s), with $7,283,965 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 9
- Plan sponsors
- 8
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $7,283,965
- Total reported liabilities (EOY)
- $1,703
- Total reported net assets (EOY)
- $9,822,764
Contributions & income
- Employer contributions
- $169,190
- Participant contributions
- $237,909
- Total income / additions
- $2,044,597
Expenses & distributions
- Benefits paid / distributions
- $1,409,575
- Total expenses
- $1,437,198
- Net increase / (decrease)
- $607,399
Coverage
- Total reported participants
- 779
- Plans with financial statements
- 6
- Plans with provider compensation
- 1
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Stephenville, 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
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Rock House 401(K) Savings Plan | The Company Of Rock House | $5,472,472 | 2023 |
| M5 Family Holdings, Inc. 401(K) Profit Sharing Plan | M5 Family Holdings, Inc. | $993,203 | 2023 |
| Stoneking Ventures Inc. Retirement Plan | Stoneking Ventures Inc. | $810,000 | 2023 |
| J2ke Inc. 401(K) Plan | J2ke Inc. | $8,290 | 2023 |
| Nanette V Evans Md Pa Employees Profit Sharing Plan | Nanette V. Evans, M.D., P.A. | $0 | 2023 |
| William R Evans Md Pa Employees' Profit Sharing Plan | Cross Timbers Orthopaedics, Pa | $0 | 2023 |
| Abf Packing Health And Welfare Plan | Abf Packing | not reported in the loaded dataset | 2023 |
| Classic Crane & Transport Lp | Classic Crane & Transport Lp | not reported in the loaded dataset | 2023 |
| The Company Of Rock House Health Insurance | The Company Of Rock House | not reported in the loaded dataset | 2023 |
Largest plans in Stephenville → · Stephenville plans by participants → · Stephenville plans with financial data → · Stephenville plans with provider compensation → · $1B+ plans in Stephenville →
Related Form 5500 pages
- All TX Form 5500 filings
- Rock House 401(K) Savings Plan (plan 001)
- The Company Of Rock House — all reported plans
- M5 Family Holdings, Inc. 401(K) Profit Sharing Plan (plan 001)
- M5 Family Holdings, Inc. — all reported plans
- Stoneking Ventures Inc. Retirement Plan (plan 001)
- Stoneking Ventures Inc. — all reported plans
- J2ke Inc. 401(K) Plan (plan 001)
- J2ke Inc. — all reported plans
- Nanette V Evans Md Pa Employees Profit Sharing Plan (plan 001)
- Nanette V. Evans, M.D., P.A. — all reported plans
- William R Evans Md Pa Employees' Profit Sharing Plan (plan 001)
- Cross Timbers Orthopaedics, Pa — all reported plans
- Abf Packing Health And Welfare Plan (plan 501)
- Abf Packing — all reported plans
- Classic Crane & Transport Lp (plan 501)
- Classic Crane & Transport Lp — all reported plans
- The Company Of Rock House Health Insurance (plan 501)
- Methodology
- Data sources