Retail Investors Of Texas, Ltd. 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Retail Investors Of Texas, Ltd.)
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, Retail Investors Of Texas, Ltd. 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Retail Investors Of Texas, Ltd. under EIN 74-1471937 and plan number 003. The latest loaded filing year is 2023. The filing reports 924 participants and $35,354,541 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Retail Investors Of Texas, Ltd.
- EIN
- 74-1471937
- Plan number
- 003
- Plan type
- 2
- Location
- Nederland, TX
- Latest filing year
- 2023
- Participants
- 924
- End-of-year plan assets
- $35,354,541
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 924 | H, C | 20240920161918NAL0004601267001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $35,354,541
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $35,354,541
- Net assets (BOY)
- $30,815,504
Income & contributions
- Employer contributions
- $263,692
- Participant contributions
- $967,340
- Total contributions
- $1,270,681
- Total income / additions
- $6,613,547
Expenses & distributions
- Benefits paid
- $1,935,864
- Administrative expenses
- $116,474
- Total expenses
- $2,074,510
- Net increase / (decrease)
- $4,539,037
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $62,105 | $0 | 2023 |
| Beaumont Asset Management LLC | ADVISOR | $47,169 | not reported in the loaded dataset | 2023 |
| Broussard & Company, Cpa'S L.L.C | ACCOUNTANT/AUDITOR | $7,200 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Retail Investors Of Texas, Ltd.
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Nederland, TX
- Fidelity Investments Institutional — Schedule C compensation
- Beaumont Asset Management LLC — Schedule C compensation
- Broussard & Company, Cpa'S L.L.C — Schedule C compensation