Richmond, 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, Richmond, TX has 38 loaded benefit plan(s) reported by 37 plan sponsor(s), with $44,747,245 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
38
Plan sponsors
37
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$44,747,245
Total reported liabilities (EOY)
$115,931
Total reported net assets (EOY)
$44,613,406

Contributions & income

Employer contributions
$2,529,319
Participant contributions
$3,013,894
Total income / additions
$10,539,422

Expenses & distributions

Benefits paid / distributions
$4,177,284
Total expenses
$4,525,620
Net increase / (decrease)
$6,013,802

Coverage

Total reported participants
3,243
Plans with financial statements
30
Plans with provider compensation
4

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Richmond, 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 Richmond, TX
PlanSponsorReported assets (EOY)Year
Solid Business Solutions 401(K) PlanSolid Business Solutions, LLC$24,672,9842023
403(B) Thrift Plan Of Fort Bend Family Health CenterFort Bend Family Health Center, Inc.$9,416,6652023
Gemini Solutions, Inc. 401(K) Profit Sharing PlanGemini Solutions, Inc.$4,130,3562023
Identity Financial, Inc. 401(K) Profit Sharing PlanIdentity Financial, Inc.$1,438,7172023
To The Moon And Back Enterprises Corp. Retirement PlanTo The Moon And Back Enterprises Corp.$1,270,1482023
Texas Nature Inc. 401(K) PlanTexas Nature Inc.$791,7872023
Smashface Inc. Retirement PlanSmashface Inc.$727,8602023
Jsdm, Inc. 401(K) PlanJsdm, Inc. Dba The Cleaning Authority$474,6972023
Wills Precision Manufacturing, Inc. 401(K) PlanWills Precision Manufacturing, Inc.$411,5952023
Hartill Golden Rose Sophie Lake, Inc. 401(K) Profit Sharing PlanHartill Golden Rose Sophie Lake, Inc.$411,4582023
Sorek Barbershop And Menswear Inc 401(K) PlanSorek Barbershop And Menswear Inc$230,9472023
Aspirations & Mentoring, Inc. 401(K) Profit Sharing PlanAspirations & Mentoring, Inc.$168,8392023
Sterling Allahar Properties, Inc. 401(K) Profit Sharing PlanSterling Allahar Properties, Inc.$114,8752023
Pvi Enterprises, Inc. 401(K) PlanPvi Enterprises, Inc.$83,7422023
Seq Incorporated Retirement PlanSeq Incorporated$74,4492023
Rago Employee Benefit Plan TrustRago Enterprises, LLC.$74,1122023
Qualeric, Inc. Profit Sharing Plan & TrustQualeric, Inc.$70,9162023
First Home Care Services Inc Retirement PlanFirst Home Care Services Inc.$50,0602023
Build To The Max, Inc. 401k Profit Sharing PlanBuild To The Max, Inc.$34,0182023
Hanson Group International, Corp. Retirement PlanHanson Group International, Corp.$32,4702023
Raafik Inc 401(K) PlanRaafik Inc$26,8952023
H&W Endeavors Inc. Retirement PlanH&W Endeavors Inc.$17,9082023
Carudsi Corporation Pension Transfer Trust PlanCarudsi Corporation$15,0002023
Rohi Holding Enterprises, Inc. 401(K) Profit Sharing PlanRohi Holding Enterprises, Inc.$3,7222023
Sam'S Lone Star Corp 401k Profit Sharing PlanSam'S Lone Star Corp$3,0252023

Related Form 5500 pages