2023 Form 5500 filing — Texo Members 401(K) 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 20241015194525NAL0015339683001) for Texo Members 401(K) Plan, reported by Texo Abc/Agc, Inc. under EIN 32-0274111 and plan number 002. It reports 9,955 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015194525NAL0015339683001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Texo Abc/Agc, Inc.
- EIN
- 32-0274111
- Plan number
- 002
- Location
- Dallas, TX
- Participants
- 9,955
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $128,706,504
- Total liabilities (EOY)
- $151,406
- Net assets (EOY)
- $128,555,098
- Employer contributions
- $4,361,577
- Participant contributions
- $11,123,011
- Total income / additions
- $33,784,650
- Benefits paid
- $10,978,328
- Administrative expenses
- $837,596
- Total expenses
- $12,073,676
- Net increase / (decrease)
- $21,710,974
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Financial Life Insuran | RECORDKEEPER | $592,402 | $0 |
| Pinnacle Financial Services, Inc. | RECORDKEEPER | $104,770 | not reported in the loaded dataset |
| Soltis Investment Advisors | INVESTMENT ADVISORY - PLA | $88,176 | not reported in the loaded dataset |
| Templeton & Company, Llp | AUDIT | $26,000 | not reported in the loaded dataset |
| 3(16) Fiduciary Services Corporatio | PLAN ADMINISTRATOR | $22,044 | not reported in the loaded dataset |
| Mogul Insurance Agency | OTHER | $6,299 | not reported in the loaded dataset |
| Texo Abc Agc Inc | PLAN SPONSOR | $6,237 | not reported in the loaded dataset |
| Fiduciary Outsourcing, LLC | PLAN ADMINISTRATOR | $1,560 | not reported in the loaded dataset |
| Fiduciary Outsourcing, LLC | AUDIT | $960 | not reported in the loaded dataset |
| Pecos Construction LLC | PLAN SPONSOR | $4 | not reported in the loaded dataset |