Terrell, 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, Terrell, TX has 13 loaded benefit plan(s) reported by 7 plan sponsor(s), with $184,530,419 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 13
- Plan sponsors
- 7
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $184,530,419
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $184,530,419
Contributions & income
- Employer contributions
- $4,850,656
- Participant contributions
- $8,137,305
- Total income / additions
- $31,931,925
Expenses & distributions
- Benefits paid / distributions
- $17,618,064
- Total expenses
- $18,025,425
- Net increase / (decrease)
- $13,906,500
Coverage
- Total reported participants
- 7,344
- Plans with financial statements
- 6
- Plans with provider compensation
- 4
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Terrell, 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 |
|---|---|---|---|
| Madix, Inc. 401(K) Profit Sharing Plan | Madix, Inc. | $67,878,423 | 2023 |
| The American National Bank Of Texas 401(K) Profit Sharing Plan | The American National Bank Of Texas | $61,816,430 | 2023 |
| The American National Bank Of Texas Employee Stock Ownership Plan | The American National Bank Of Texas | $37,076,523 | 2023 |
| Unified Power Retirement Savings Plan | On Computer Services, LLC | $12,617,487 | 2023 |
| Randall Noe Auto Group 401(K) | Randall Noe Hyundai, Lp | $3,125,551 | 2023 |
| Wolfe Distributing Amended And Restated Psp & Trust | George Wolfe Distributing Co | $2,016,005 | 2023 |
| J.S. Helwig & Son, LLC Occupational Injury Benefit Plan | J.S. Helwig & Son, LLC | not reported in the loaded dataset | 2023 |
| J.S. Helwig & Son, LLC Health And Welfare Benefit | J.S. Helwig & Son, LLC | not reported in the loaded dataset | 2023 |
| J.S. Helwig & Son, LLC Occupational Injury Benefit Plan | J.S. Helwig & Son, LLC | not reported in the loaded dataset | 2023 |
| K.L. Breeden And Sons, LLC Health And Welfare Benefits Plan | K.L. Breeden And Sons, LLC | not reported in the loaded dataset | 2023 |
| On Computer Services Dba Unified Power Benefits Plan | On Computer Services LLC | not reported in the loaded dataset | 2023 |
| Madix, Inc. Employee Benefits Plan | Madix, Inc. | not reported in the loaded dataset | 2023 |
| The American National Bank Of Texas Employee Welfare Benefits Plan | The American National Bank Of Texas | not reported in the loaded dataset | 2023 |
Largest plans in Terrell → · Terrell plans by participants → · Terrell plans with financial data → · Terrell plans with provider compensation → · $1B+ plans in Terrell →
Related Form 5500 pages
- All TX Form 5500 filings
- Madix, Inc. 401(K) Profit Sharing Plan (plan 001)
- Madix, Inc. — all reported plans
- The American National Bank Of Texas 401(K) Profit Sharing Plan (plan 002)
- The American National Bank Of Texas — all reported plans
- The American National Bank Of Texas Employee Stock Ownership Plan (plan 003)
- Unified Power Retirement Savings Plan (plan 001)
- On Computer Services, LLC — all reported plans
- Randall Noe Auto Group 401(K) (plan 002)
- Randall Noe Hyundai, Lp — all reported plans
- Wolfe Distributing Amended And Restated Psp & Trust (plan 001)
- George Wolfe Distributing Co — all reported plans
- J.S. Helwig & Son, LLC Occupational Injury Benefit Plan (plan 501)
- J.S. Helwig & Son, LLC — all reported plans
- J.S. Helwig & Son, LLC Health And Welfare Benefit (plan 503)
- J.S. Helwig & Son, LLC Occupational Injury Benefit Plan (plan 504)
- K.L. Breeden And Sons, LLC Health And Welfare Benefits Plan (plan 501)
- K.L. Breeden And Sons, LLC — all reported plans
- On Computer Services Dba Unified Power Benefits Plan (plan 501)
- Madix, Inc. Employee Benefits Plan (plan 501)
- The American National Bank Of Texas Employee Welfare Benefits Plan (plan 501)
- Methodology
- Data sources