Gilmer, 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, Gilmer, TX has 7 loaded benefit plan(s) reported by 5 plan sponsor(s), with $11,149,956 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 7
- Plan sponsors
- 5
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $11,149,956
- Total reported liabilities (EOY)
- $1,590
- Total reported net assets (EOY)
- $11,148,366
Contributions & income
- Employer contributions
- $611,326
- Participant contributions
- $433,227
- Total income / additions
- $2,249,173
Expenses & distributions
- Benefits paid / distributions
- $443,492
- Total expenses
- $502,554
- Net increase / (decrease)
- $1,746,619
Coverage
- Total reported participants
- 1,266
- Plans with financial statements
- 2
- Plans with provider compensation
- 3
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Gilmer, 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 |
|---|---|---|---|
| First Gilmer Bankshares Employee Savings Plan | First National Bank Of Gilmer | $11,026,557 | 2023 |
| Kaw Ventures Retirement Plan | Kaw Ventures, Inc. | $123,399 | 2023 |
| First National Bank Of East Texas Wrap Plan | First National Bank Of East Texas | not reported in the loaded dataset | 2023 |
| Etex Telephone Cooperative Inc Comprehensive Major Medical Health Care Plan | Etex Telephone Cooperative Inc. | not reported in the loaded dataset | 2023 |
| Etex Telephone Cooperative Inc. Life And Long-Term Disability Insurance Plan | Etex Telephone Cooperative Inc. | not reported in the loaded dataset | 2023 |
| Custom Commodities Transport, Inc. | Custom Commodities, Inc. | not reported in the loaded dataset | 2023 |
| Direct Water Welfare Benefit Plan | Direct Water | not reported in the loaded dataset | 2023 |
Largest plans in Gilmer → · Gilmer plans by participants → · Gilmer plans with financial data → · Gilmer plans with provider compensation → · $1B+ plans in Gilmer →
Related Form 5500 pages
- All TX Form 5500 filings
- First Gilmer Bankshares Employee Savings Plan (plan 001)
- First National Bank Of Gilmer — all reported plans
- Kaw Ventures Retirement Plan (plan 001)
- Kaw Ventures, Inc. — all reported plans
- First National Bank Of East Texas Wrap Plan (plan 501)
- Etex Telephone Cooperative Inc Comprehensive Major Medical Health Care Plan (plan 502)
- Etex Telephone Cooperative Inc. — all reported plans
- Etex Telephone Cooperative Inc. Life And Long-Term Disability Insurance Plan (plan 503)
- Custom Commodities Transport, Inc. (plan 501)
- Custom Commodities, Inc. — all reported plans
- Direct Water Welfare Benefit Plan (plan 501)
- Direct Water — all reported plans
- Methodology
- Data sources