Texas Capitalization Resource Group, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Texas Capitalization Resource Group, Inc. (EIN 20-1765214) is a plan sponsor located in Fort Worth, TX with 3 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
20-1765214
Location
Fort Worth, TX
Loaded plans
3
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$4,508,214
Total reported liabilities (EOY)
$111,049
Total reported net assets (EOY)
$4,397,165

Contributions & income

Employer contributions
$990,739
Participant contributions
$958,948
Total income / additions
$2,593,973

Expenses & distributions

Benefits paid / distributions
$1,032,920
Total expenses
$1,497,376
Net increase / (decrease)
$1,096,597

Coverage

Total reported participants
816
Plans with financial statements
2
Plans with provider compensation
2

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's 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

Texas Capitalization Resource Group, Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Tcrg 401(K) Plan001482$4,257,8332023
Texas Capitalization Resource Group, Inc. Health Benefit Trust501122$250,3812023
Texas Capitalization Resource Group Welfare Plan502212not reported in the loaded dataset2023

Search all 3 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Texas Capitalization Resource Group, Inc.
YearPlanParticipantsSchedulesFiling
2023Tcrg 401(K) Plan482H, C20241002095308NAL0008623057001
2023Texas Capitalization Resource Group Welfare Plan21220241015103359NAL0047381664001
2023Texas Capitalization Resource Group, Inc. Health Benefit Trust122H, C20250319141728NAL0003624723001

Related Form 5500 pages