2023 Form 5500 filing — King Ranch, Inc. 401(K) Employee Retirement Savings Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240819080256NAL0002935986001) for King Ranch, Inc. 401(K) Employee Retirement Savings Plan, reported by King Ranch, Incorporated under EIN 74-0726547 and plan number 003. It reports 954 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$56.4MReported net assets$56,406,731
Participants954
Provider compensation$38.1K1 Schedule C row(s)$38,127
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240819080256NAL0002935986001
- Plan sponsor
- King Ranch, Incorporated
- EIN
- 74-0726547
- Plan number
- 003
- Location
- Houston, TX
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$56.4M total assets
Net assets$56.4MLiabilities$0
Full reported line items
- Total assets (EOY)
- $56,406,731
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $56,406,731
- Employer contributions
- $1,826,025
- Participant contributions
- $2,117,842
- Total income / additions
- $13,134,990
- Benefits paid
- $4,961,635
- Administrative expenses
- $38,127
- Total expenses
- $4,999,762
- Net increase / (decrease)
- $8,135,228
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock Retirement Plan Srvcs | RETAINED BY CLIENT | $38,127 | $0 |