Plan5500

Pannell Kerr Forster Of Texas Pc — 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, Pannell Kerr Forster Of Texas Pc (EIN 76-0356844) is a plan sponsor located in Houston, TX with 1 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
76-0356844
Location
Houston, TX
Loaded plans
2
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 Pannell Kerr Forster Of Texas Pc

  • 2 loaded plans hold $38.2M in reported assets.
  • The largest, Pannell Kerr Forster Of Texas, P.C. 401(K) Plan, holds 100% of this company's reported plan assets.
  • Plans cover 359 reported participants.
  • 1 of 2 plans report full financial statements.
  • 2 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$38.2MSummed across loaded plans$38,207,367
Total reported assets$38.2M$38,207,367
Total reported participants359
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$38.2M total assets
Net assets$38.2MLiabilities$0
Contributions & income
Employer contributions$1.1M
Participant contributions$1.3M
Total income / additions$7.8M
Expenses & distributions
Benefits paid / distributions$679.6K
Total expenses$790K
Net increase / (decrease)$7M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation2 / 2 (100%)

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%Pannell Kerr Forster Of Texas, P.C. 401(K) Plan
Participants per plan180Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

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

  1. 1
    Pannell Kerr Forster Of Texas, P.C. 401(K) Plan$38.2M
    Plan #001 · 229 participants · 2023
  2. 2
    Pannell Kerr Forster Of Texas, P. C. Welfare Benefit Programnot reported in the loaded dataset
    Plan #501 · 130 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 Pannell Kerr Forster Of Texas Pc. Open one for its full reported snapshot.

  1. 2023
    Pannell Kerr Forster Of Texas, P. C. Welfare Benefit Program130 participants · 2Sch C
    View filing →
  2. 2023
    Pannell Kerr Forster Of Texas, P.C. 401(K) Plan229 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Pannell Kerr Forster Of Texas Pc report on Form 5500?
Pannell Kerr Forster Of Texas Pc (EIN 76-0356844) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Pannell Kerr Forster Of Texas Pc?
The Employer Identification Number (EIN) reported for Pannell Kerr Forster Of Texas Pc is 76-0356844.
What is the latest Form 5500 filing year for Pannell Kerr Forster Of Texas Pc?
The latest loaded Form 5500 filing year for Pannell Kerr Forster Of Texas Pc is 2023.

Related Form 5500 pages