Belton, 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, Belton, TX has 12 loaded benefit plan(s) reported by 11 plan sponsor(s), with $13,258,683 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
12
Plan sponsors
11
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$13,258,683
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$13,258,683

Contributions & income

Employer contributions
$217,013
Participant contributions
$440,876
Total income / additions
$3,187,532

Expenses & distributions

Benefits paid / distributions
$591,618
Total expenses
$662,947
Net increase / (decrease)
$2,524,585

Coverage

Total reported participants
313
Plans with financial statements
11
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Belton, 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 Belton, TX
PlanSponsorReported assets (EOY)Year
Messer, Potts, & Messer, Inc. Employees Profit Sharing Plan & TrustMesser Potts & Messer Pc$8,571,7652023
Aip-Ecs Holdings, LLC 401(K) PlanAip-Ecs Holdings, LLC$2,299,1092023
Mighty Splash, Inc. Retirement PlanMighty Splash, Inc.$1,108,9632023
Clear Creek Contracting Company Retirement PlanClear Creek Contracting Company$943,2192023
Bkg Group Retirement PlanBkg Group, Inc.$150,0002023
Emctx Inc. Retirement PlanEmctx Inc.$144,8382023
Rawlins Motor Works Inc. Retirement PlanRawlins Motor Works Inc.$22,5652023
Scheer Corp 401(K) PlanScheer Corp$18,2242023
Alethium Star Homes LLC 401(K) Profit Sharing Plan & TrustAlethium Star Homes LLC$02023
Pmp Now, Inc. 401(K) Profit Sharing PlanPmp Now, Inc.$02023
Ctx Second Half Ventures Inc. Retirement PlanCtx Second Half Ventures Inc.$02023
Aip Ecs Holdings, LLCAip Ecs Holdings, LLCnot reported in the loaded dataset2023

Related Form 5500 pages