Retirement Plan For Employees Of King Ranch, Inc. — Form 5500 plan (King Ranch, Inc.)
Plain-English plan 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, Retirement Plan For Employees Of King Ranch, Inc. is a benefit plan reported by King Ranch, Inc. under EIN 74-0726547 and plan number 001. The latest loaded filing year is 2023. The filing reports 449 participants and $80,264,545 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- King Ranch, Inc.
- EIN
- 74-0726547
- Plan number
- 001
- Plan type
- 2
- Location
- Houston, TX
- Latest filing year
- 2023
- Participants
- 449
- End-of-year plan assets
- $80,264,545
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 449 | H, C | 20240924133725NAL0026285618001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $80,264,545
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $80,264,545
- Net assets (BOY)
- $74,038,511
Income & contributions
- Employer contributions
- $2,000,000
- Total contributions
- $2,000,000
- Total income / additions
- $8,976,255
Expenses & distributions
- Benefits paid
- $2,269,903
- Administrative expenses
- $480,318
- Total expenses
- $2,750,221
- Net increase / (decrease)
- $6,226,034
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Luther King Capital Management | INVESTMENT MANAGER | $325,480 | not reported in the loaded dataset | 2023 |
| Milliman, Inc. | ACTUARY | $72,800 | not reported in the loaded dataset | 2023 |
| Frost National Bank | TRUSTEE | $22,014 | not reported in the loaded dataset | 2023 |
| Pannell Kerr Forster Of Texas, Pc | ACCOUNTANT | $15,528 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for King Ranch, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Houston, TX
- Luther King Capital Management — Schedule C compensation
- Milliman, Inc. — Schedule C compensation
- Frost National Bank — Schedule C compensation
- Pannell Kerr Forster Of Texas, Pc — Schedule C compensation