Waxahachie, 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, Waxahachie, TX has 23 loaded benefit plan(s) reported by 20 plan sponsor(s), with $50,685,015 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
23
Plan sponsors
20
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$50,685,015
Total reported liabilities (EOY)
$15,035
Total reported net assets (EOY)
$50,669,980

Contributions & income

Employer contributions
$1,750,341
Participant contributions
$2,047,405
Total income / additions
$8,182,943

Expenses & distributions

Benefits paid / distributions
$6,033,896
Total expenses
$6,310,360
Net increase / (decrease)
$1,872,583

Coverage

Total reported participants
1,958
Plans with financial statements
19
Plans with provider compensation
2

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Waxahachie, 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 Waxahachie, TX
PlanSponsorReported assets (EOY)Year
Citizens National Bank Of Texas Employee Savings PlanCitizens National Bank Of Texas$29,763,6092023
Burlesons Employees' Profit Sharing Plan & TrustBurleson'S Inc.$6,458,2782023
Timco Logistics Systems, Inc. 401(K) PlanTimco Logistics Systems, Inc.$3,446,2072023
Pearman Oil & Lp Gas Inc Profit Sharing Plan & TrustPearman Oil & Lp Gas Inc$3,045,8492023
Waxahachie Women'S Health Pa 401(K) Profit Sharing Plan And TrustWaxahachie Women'S Health Pa$2,981,9512023
Tom E. Smalley Profit Sharing PlanTom E. Smalley, Attorney At Law$2,498,6552023
Texas Cryoworks And Wellness Inc. Retirement PlanTexas Cryoworks And Wellness Inc.$790,4722023
Bbom, Inc. 401(K) Profit Sharing PlanBbom, Inc.$641,9492023
Valentine Property Development Corporation Retirement PlanValentine Property Development Corporation$353,7602023
Posey Auto Parts, Inc. 401(K) PlanPosey Auto Parts, Inc.$200,5212023
Prettydawg Inc. 401(K) PlanPrettydawg Inc.$169,3072023
Businesstechne, Inc. Retirement PlanBusinesstechne, Inc.$152,9242023
Dnl Moose Home Services, Inc. 401(K) PlanDnl Moose Home Services, Inc.$96,3112023
Neway Capital Solutions, Inc. 401(K) Profit Sharing PlanNeway Capital Solutions, Inc.$54,4082023
Mcreynolds Solutions Inc. Retirement PlanMcreynolds Solutions Inc.$24,3702023
Pulmonics Plus Employee Benefit Plan TrustPulmonics Plus, Pllc$6,2412023
Hve, Inc. Dba Unified Connexions Self Funded Medical Reimbursement PlanHve, Inc. Dba Unified Connexions$2032023
Coal City Cob Company & Dfw Tank Cleaning 401(K) PlanCoal City Cob Company, Inc.$02023
Leroimaxi Inc 401(K) PlanLeroimaxi Inc$02023
Timco Logistics Systems, LLC Health PlanTimco Logistics Systems, LLCnot reported in the loaded dataset2023
Timco Logistics Systems, LLC Benefits PlanTimco Logistics Systems, LLCnot reported in the loaded dataset2023
Citizens National Bank Of Texas Employee Health PlanCitizens National Bank Of Texasnot reported in the loaded dataset2023
Cow Creek Healthcare, Inc. Dba Legend Oaks Healthcare & Rehabilitation Waxahachie Occupational Injury PlanCow Creek Healthcare, Inc.not reported in the loaded dataset2023

Related Form 5500 pages