Bastrop, TX Form 5500 retirement and benefit plan filings

City Form 5500 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, Bastrop, TX has 8 loaded benefit plan(s) reported by 7 plan sponsor(s), with $29,741,019 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
8
Plan sponsors
7
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$29,741,019
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$29,741,019

Contributions & income

Employer contributions
$444,175
Participant contributions
$1,324,721
Total income / additions
-$858,384

Expenses & distributions

Benefits paid / distributions
$3,595,468
Total expenses
$3,604,894
Net increase / (decrease)
-$4,463,278

Coverage

Total reported participants
1,394
Plans with financial statements
4
Plans with provider compensation
2

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Bastrop, TX 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.

Largest loaded plans by reported assets

Largest loaded plans in Bastrop, TX
PlanSponsorReported assets (EOY)Year
Bastrop Bancshares, Inc. Esop With 401(K) ProvisionsBastrop Bancshares, Inc.$26,987,5752023
The Boring CompanyTbc - The Boring Company$2,619,4722023
Tom'S Custom Hot Rods Inc. Retirement PlanTom'S Custom Hot Rods Inc.$133,2632023
Evergreen Endeavors Inc. Retirement PlanEvergreen Endeavors Inc.$7092023
First National Bank Of Bastrop Welfare PlanFirst National Bank Of Bastropnot reported in the loaded dataset2023
Bluebonnet Electric Cooperative, Inc Welfare Benefit PlanBluebonnet Electric Cooperative, Incnot reported in the loaded dataset2023
Cen-Tex Family Service, Inc. Employee Benefit PlanCen-Tex Family Service, Incnot reported in the loaded dataset2023
The Boring Company Health And Welfare PlanThe Boring Companynot reported in the loaded dataset2023

Related Form 5500 pages