Texas Enterprises 401(K) Retirement Plan — Form 5500 plan (Texas Enterprises, 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, Texas Enterprises 401(K) Retirement Plan is a benefit plan reported by Texas Enterprises, Inc. under EIN 74-1858874 and plan number 001. The latest loaded filing year is 2023. The filing reports 333 participants and $18,924,226 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Texas Enterprises, Inc.
EIN
74-1858874
Plan number
001
Plan type
2
Location
Austin, TX
Latest filing year
2023
Participants
333
End-of-year plan assets
$18,924,226

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023333H, C20241009155253NAL0009374227001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$18,924,226
Total liabilities (EOY)
$0
Net assets (EOY)
$18,924,226
Net assets (BOY)
$15,158,417

Income & contributions

Employer contributions
$842,957
Participant contributions
$1,219,789
Total contributions
$2,064,713
Total income / additions
$4,740,143

Expenses & distributions

Benefits paid
$899,076
Administrative expenses
$75,258
Total expenses
$974,334
Net increase / (decrease)
$3,765,809

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Jpmorgan Invest Holdings LLCRECORDKEEPER$35,096$02023
Austin Money Management CorporationINVESTMENT ADVISOR$24,712not reported in the loaded dataset2023
Whitley Penn LlpAUDITOR$15,450not reported in the loaded dataset2023

Related Form 5500 pages