Hereford, 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, Hereford, TX has 2 loaded benefit plan(s) reported by 2 plan sponsor(s), with $4,759,387 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
2
Plan sponsors
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$4,759,387
Total reported liabilities (EOY)
$517
Total reported net assets (EOY)
$4,758,870

Contributions & income

Employer contributions
$130,022
Participant contributions
$242,602
Total income / additions
$1,248,392

Expenses & distributions

Benefits paid / distributions
$48,869
Total expenses
$124,839
Net increase / (decrease)
$1,123,553

Coverage

Total reported participants
60
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Hereford, 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 Hereford, TX
PlanSponsorReported assets (EOY)Year
La Plata Bancshares, Inc. Esop W/401(K) ProvisionsLa Plata Bancshares, Inc.$4,759,3872023
Circle Three Feedyard Health Benefit PlanCircle Three Feedyardnot reported in the loaded dataset2023

Related Form 5500 pages