Texas Forestry Association Money Purchase Pension Plan — Form 5500 plan (Texas Forestry Association 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 Forestry Association Money Purchase Pension Plan is a benefit plan reported by Texas Forestry Association Inc under EIN 75-0771007 and plan number 002. The latest loaded filing year is 2023. The filing reports 6 participants and $508,840 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Texas Forestry Association Inc
EIN
75-0771007
Plan number
002
Plan type
2
Location
Lufkin, TX
Latest filing year
2023
Participants
6
End-of-year plan assets
$508,840

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20236I20240618171506NAL0003107857001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$508,840
Net assets (EOY)
$508,840
Net assets (BOY)
$415,572

Income & contributions

Employer contributions
$54,281
Total income / additions
$98,428

Expenses & distributions

Benefits paid
$1,924
Total expenses
$5,160
Net increase / (decrease)
$93,268

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages