2023 Form 5500 filing — Retirement Plan For Employees Of King Ranch, Inc.
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240924133725NAL0026285618001) for Retirement Plan For Employees Of King Ranch, Inc., reported by King Ranch, Inc. under EIN 74-0726547 and plan number 001. It reports 449 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$80.3MReported net assets$80,264,545
Participants449
Provider compensation$435.8K4 Schedule C row(s)$435,822
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240924133725NAL0026285618001
- Plan sponsor
- King Ranch, Inc.
- EIN
- 74-0726547
- Plan number
- 001
- Location
- Houston, TX
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$80.3M total assets
Net assets$80.3MLiabilities$0
Full reported line items
- Total assets (EOY)
- $80,264,545
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $80,264,545
- Employer contributions
- $2,000,000
- Total income / additions
- $8,976,255
- Benefits paid
- $2,269,903
- Administrative expenses
- $480,318
- Total expenses
- $2,750,221
- Net increase / (decrease)
- $6,226,034
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Luther King Capital Management | INVESTMENT MANAGER | $325,480 | not reported in the loaded dataset |
| Milliman, Inc. | ACTUARY | $72,800 | not reported in the loaded dataset |
| Frost National Bank | TRUSTEE | $22,014 | not reported in the loaded dataset |
| Pannell Kerr Forster Of Texas, Pc | ACCOUNTANT | $15,528 | not reported in the loaded dataset |