Aguirre & Fields, Lp. 401(K) Retirement Plan — Form 5500 plan (Aguirre & Fields, Lp)
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, Aguirre & Fields, Lp. 401(K) Retirement Plan is a benefit plan reported by Aguirre & Fields, Lp under EIN 76-0694540 and plan number 001. The latest loaded filing year is 2023. The filing reports 140 participants and $0 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$0Plan net assets, end of year
Participants140Covered participants reported
Assets / participant$0Computed: assets ÷ participants$0 (computed)
Provider compensation$4.1K2 Schedule C provider row(s)$4,100
- Plan sponsor
- Aguirre & Fields, Lp
- EIN
- 76-0694540
- Plan number
- 001
- Plan type
- 2
- Location
- Sugar Land, TX
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 140 | H, C | 20240403203004NAL0019236464001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Full reported line items
Net assets
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Net assets (BOY)
- $10,775,703
Income & contributions
- Employer contributions
- $298,444
- Participant contributions
- $839,420
- Total contributions
- $1,164,133
- Total income / additions
- $2,374,577
Expenses & distributions
- Benefits paid
- $1,311,067
- Administrative expenses
- $10,671
- Total expenses
- $1,321,738
- Net increase / (decrease)
- $1,052,839
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
26%74%
Employer 26%Participant 74%
Benefits paid ÷ total income55%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Loren D. Stark Company | CONTRACT ADMIN | $2,675 | not reported in the loaded dataset | 2023 |
| Capital Group Retirement Plan Servi | RECORDKEEPER | $1,425 | $0 | 2023 |