Plan5500

Wills Point, 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, Wills Point, TX has 4 loaded benefit plan(s) reported by 4 plan sponsor(s), with $12,904,040 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 Wills Point

  • 4 loaded plans hold $12.9M in reported assets across 4 sponsors.
  • The largest, R & R Millwork, Inc. Employee Stock Ownership Plan, holds 94% of reported Wills Point plan assets.
  • Plans cover 132 participants — about 33 per plan.
  • 75% 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$12.5MSummed across loaded plans$12,480,838
Total reported assets$12.9M$12,904,040
Total reported participants132
Total reported liabilities$423.2K$423,202

Reported net position

Reported assets = net assets + liabilities (summed)$12.9M total assets
Net assets$12.5MLiabilities$423.2K
Contributions & income
Employer contributions$40.7K
Participant contributions$0
Total income / additions$3M
Expenses & distributions
Benefits paid / distributions$3.2K
Total expenses$18.5K
Net increase / (decrease)$3M

Data coverage

Plans with financial statements3 / 4 (75%)
Plans with provider compensation0 / 4 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Wills Point, 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

Wills Point market comparison

Largest plan share of assets94%R & R Millwork, Inc. Employee Stock Ownership Plan
Participants per plan33Average across loaded plans
Plan sponsors4
Ranked by reported assets

Largest loaded plans in Wills Point

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

  1. 1
    R & R Millwork, Inc. Employee Stock Ownership Plan$12.1M
    R & R Millwork, Inc. · 2023
  2. 2
    D & B Home Fashions & Design, Inc. Retirement Plan$436.3K
    D & B Home Fashions & Design, Inc. · 2023
  3. 3
    Covenant Ac 401k$324.4K
    Covenant Agreement Corporation · 2023
  4. 4
    Appaloosa Healthcare, Inc Dba Crestwood Health And Rehabilitationnot reported in the loaded dataset
    Appaloosa Healthcare Inc. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages