Texo Members 401(K) Plan — Form 5500 plan (Texo Abc/Agc, Inc.)
Plain-English plan 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, Texo Members 401(K) Plan is a benefit plan reported by Texo Abc/Agc, Inc. under EIN 32-0274111 and plan number 002. The latest loaded filing year is 2023. The filing reports 9,955 participants and $128,706,504 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Texo Abc/Agc, Inc.
- EIN
- 32-0274111
- Plan number
- 002
- Plan type
- 3
- Location
- Dallas, TX
- Latest filing year
- 2023
- Participants
- 9,955
- End-of-year plan assets
- $128,706,504
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 9,955 | H, C | 20241015194525NAL0015339683001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $128,706,504
- Total liabilities (EOY)
- $151,406
- Net assets (EOY)
- $128,555,098
- Net assets (BOY)
- $107,728,176
Income & contributions
- Employer contributions
- $4,361,577
- Participant contributions
- $11,123,011
- Total contributions
- $17,082,522
- Total income / additions
- $33,784,650
Expenses & distributions
- Benefits paid
- $10,978,328
- Administrative expenses
- $837,596
- Total expenses
- $12,073,676
- Net increase / (decrease)
- $21,710,974
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Financial Life Insuran | RECORDKEEPER | $592,402 | $0 | 2023 |
| Pinnacle Financial Services, Inc. | RECORDKEEPER | $104,770 | not reported in the loaded dataset | 2023 |
| Soltis Investment Advisors | INVESTMENT ADVISORY - PLA | $88,176 | not reported in the loaded dataset | 2023 |
| Templeton & Company, Llp | AUDIT | $26,000 | not reported in the loaded dataset | 2023 |
| 3(16) Fiduciary Services Corporatio | PLAN ADMINISTRATOR | $22,044 | not reported in the loaded dataset | 2023 |
| Mogul Insurance Agency | OTHER | $6,299 | not reported in the loaded dataset | 2023 |
| Texo Abc Agc Inc | PLAN SPONSOR | $6,237 | not reported in the loaded dataset | 2023 |
| Fiduciary Outsourcing, LLC | PLAN ADMINISTRATOR | $1,560 | not reported in the loaded dataset | 2023 |
| Fiduciary Outsourcing, LLC | AUDIT | $960 | not reported in the loaded dataset | 2023 |
| Pecos Construction LLC | PLAN SPONSOR | $4 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Texo Abc/Agc, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Dallas, TX
- Transamerica Financial Life Insuran — Schedule C compensation
- Pinnacle Financial Services, Inc. — Schedule C compensation
- Soltis Investment Advisors — Schedule C compensation
- Templeton & Company, Llp — Schedule C compensation
- 3(16) Fiduciary Services Corporatio — Schedule C compensation
- Mogul Insurance Agency — Schedule C compensation
- Texo Abc Agc Inc — Schedule C compensation
- Fiduciary Outsourcing, LLC — Schedule C compensation
- Pecos Construction LLC — Schedule C compensation