Bulverde, 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, Bulverde, TX has 11 loaded benefit plan(s) reported by 11 plan sponsor(s), with $159,316,011 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 11
- Plan sponsors
- 11
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $159,316,011
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $159,305,812
Contributions & income
- Employer contributions
- $6,372,337
- Participant contributions
- $16,640,409
- Total income / additions
- $47,614,217
Expenses & distributions
- Benefits paid / distributions
- $13,910,510
- Total expenses
- $14,803,004
- Net increase / (decrease)
- $32,811,213
Coverage
- Total reported participants
- 13,272
- Plans with financial statements
- 10
- Plans with provider compensation
- 2
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Bulverde, 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
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Swbc Professional Employer Services 401(K) Plan | Swbc Professional Employer Services V, LLC | $154,983,104 | 2023 |
| Dean Baldwin Painting, L.P. 401(K) Plan | Dean Baldwin Painting, L.P. | $1,509,036 | 2023 |
| Wash And Dry Sa Management Company, Inc. 401(K) Profit Sharing Plan | Wash And Dry Sa Management Company, Inc. | $978,792 | 2023 |
| Gps Autobahn Group, Inc. 401k Profit Sharing Plan | Gps Autobahn Group, Inc. | $726,061 | 2023 |
| Business Guru, Inc. 401(K) Plan | Business Guru, Inc. | $606,423 | 2023 |
| Savage Rich Food Co 401(K) Plan | Savage Rich Food Co | $301,766 | 2023 |
| Trusted Concepts Retirement Plan | Trusted Concepts, Inc. | $120,341 | 2023 |
| Jeffrey & Mitchell, P.C. Profit Sharing Plan | Jeffrey & Mitchell, P.C. | $80,289 | 2023 |
| Emerald Dreams, Inc. 401(K) Plan | Emerald Dreams, Inc. | $10,199 | 2023 |
| Rwd Investment Group Co 401(K) Plan | Rwd Investment Group Co | $0 | 2023 |
| Sjrc Texas Benefit Plan | Sjrc Texas Inc | not reported in the loaded dataset | 2023 |
Largest plans in Bulverde → · Bulverde plans by participants → · Bulverde plans with financial data → · Bulverde plans with provider compensation → · $1B+ plans in Bulverde →
Related Form 5500 pages
- All TX Form 5500 filings
- Swbc Professional Employer Services 401(K) Plan (plan 333)
- Swbc Professional Employer Services V, LLC — all reported plans
- Dean Baldwin Painting, L.P. 401(K) Plan (plan 101)
- Dean Baldwin Painting, L.P. — all reported plans
- Wash And Dry Sa Management Company, Inc. 401(K) Profit Sharing Plan (plan 001)
- Wash And Dry Sa Management Company, Inc. — all reported plans
- Gps Autobahn Group, Inc. 401k Profit Sharing Plan (plan 001)
- Gps Autobahn Group, Inc. — all reported plans
- Business Guru, Inc. 401(K) Plan (plan 001)
- Business Guru, Inc. — all reported plans
- Savage Rich Food Co 401(K) Plan (plan 001)
- Savage Rich Food Co — all reported plans
- Trusted Concepts Retirement Plan (plan 001)
- Trusted Concepts, Inc. — all reported plans
- Jeffrey & Mitchell, P.C. Profit Sharing Plan (plan 001)
- Jeffrey & Mitchell, P.C. — all reported plans
- Emerald Dreams, Inc. 401(K) Plan (plan 001)
- Emerald Dreams, Inc. — all reported plans
- Rwd Investment Group Co 401(K) Plan (plan 001)
- Rwd Investment Group Co — all reported plans
- Sjrc Texas Benefit Plan (plan 501)
- Sjrc Texas Inc — all reported plans
- Methodology
- Data sources