Plan5500

Aquinas Companies, LLC — 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, Aquinas Companies, LLC (EIN 74-1164059) is a plan sponsor located in Houston, 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
74-1164059
Location
Houston, TX
Loaded plans
3
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Aquinas Companies, LLC

  • 3 loaded plans hold $61.3M in reported assets.
  • The largest, Aquinas Companies 401k/Profit Sharing Plan, holds 100% of this company's reported plan assets.
  • Plans cover 657 reported participants.
  • 2 of 3 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$61.3MSummed across loaded plans$61,335,387
Total reported assets$61.3M$61,335,387
Total reported participants657
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$61.3M total assets
Net assets$61.3MLiabilities$0
Contributions & income
Employer contributions$817K
Participant contributions$2.6M
Total income / additions$15.5M
Expenses & distributions
Benefits paid / distributions$4.3M
Total expenses$4.3M
Net increase / (decrease)$11.1M

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation1 / 3 (33%)

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.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Aquinas Companies 401k/Profit Sharing Plan
Participants per plan219Average across loaded plans
Loaded plans3
Ranked by reported assets

Largest loaded plans

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

  1. 1
    Aquinas Companies 401k/Profit Sharing Plan$61.3M
    Plan #001 · 342 participants · 2023
  2. 2
    Aquinas Companies Non-Union Hourly Employee Profit Sharing Plan$80.8K
    Plan #002 · 98 participants · 2023
  3. 3
    Aquinas Companies, LLC Employee Benefit Plannot reported in the loaded dataset
    Plan #501 · 217 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Aquinas Companies, LLC. Open one for its full reported snapshot.

  1. 2023
    Aquinas Companies, LLC Employee Benefit Plan217 participants · 2No schedules
    View filing →
  2. 2023
    Aquinas Companies Non-Union Hourly Employee Profit Sharing Plan98 participants · 2Sch I
    View filing →
  3. 2023
    Aquinas Companies 401k/Profit Sharing Plan342 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Aquinas Companies, LLC report on Form 5500?
Aquinas Companies, LLC (EIN 74-1164059) reports 3 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Aquinas Companies, LLC?
The Employer Identification Number (EIN) reported for Aquinas Companies, LLC is 74-1164059.
What is the latest Form 5500 filing year for Aquinas Companies, LLC?
The latest loaded Form 5500 filing year for Aquinas Companies, LLC is 2023.

Related Form 5500 pages