Mount Pleasant, 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, Mount Pleasant, TX has 5 loaded benefit plan(s) reported by 4 plan sponsor(s), with $4,355,482 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 5
- Plan sponsors
- 4
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $4,355,482
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $4,355,482
Contributions & income
- Employer contributions
- $454,056
- Participant contributions
- $591,959
- Total income / additions
- $1,896,810
Expenses & distributions
- Benefits paid / distributions
- $335,857
- Total expenses
- $369,228
- Net increase / (decrease)
- $1,527,582
Coverage
- Total reported participants
- 1,856
- Plans with financial statements
- 3
- Plans with provider compensation
- 1
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Mount Pleasant, 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 |
|---|---|---|---|
| Roadclipper Enterprises Inc. 401(K) Plan | Roadclipper Enterprises Inc. | $4,213,767 | 2023 |
| Sagitta Selective Investments, Inc. 401(K) Plan | Sagitta Selective Investments, Inc. | $134,707 | 2023 |
| Bco Industries Inc. 401(K) Plan | Bco Industries Inc. | $7,008 | 2023 |
| Guaranty Bancshares, Inc. Health & Welfare Plan | Guaranty Bancshares, Inc | not reported in the loaded dataset | 2023 |
| Roadclipper Enterprises, Inc. Employee Benefits Plan | Roadclipper Enterprises, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Mount Pleasant → · Mount Pleasant plans by participants → · Mount Pleasant plans with financial data → · Mount Pleasant plans with provider compensation → · $1B+ plans in Mount Pleasant →
Related Form 5500 pages
- All TX Form 5500 filings
- Roadclipper Enterprises Inc. 401(K) Plan (plan 001)
- Roadclipper Enterprises Inc. — all reported plans
- Sagitta Selective Investments, Inc. 401(K) Plan (plan 001)
- Sagitta Selective Investments, Inc. — all reported plans
- Bco Industries Inc. 401(K) Plan (plan 001)
- Bco Industries Inc. — all reported plans
- Guaranty Bancshares, Inc. Health & Welfare Plan (plan 502)
- Guaranty Bancshares, Inc — all reported plans
- Roadclipper Enterprises, Inc. Employee Benefits Plan (plan 501)
- Methodology
- Data sources