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Employer · plans filed under one EIN

E-Z Bel Construction Company LLC

San Antonio, TX · Construction

Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances.

$1.5Mnet assets across plans
425participant records378 active
$0employer contributions, latest plan years$0 per active record
$51KSchedule C compensation to organisations$120.68 per participant record

2 retirement plans with 100 or more participants file Form 5500 under E-Z Bel Construction Company LLC's employer identification number (San Antonio, Texas). Their latest filings total 425 participant records and $1.5M in net assets.

The largest is E-Z Bel 401(k) Plan, a 401(k) plan with 221 participants. A person can be counted in more than one plan, so the participant total is a count of records rather than of people.

Employer contributions across the plans were $0 and participant contributions $0 in the latest plan years; benefits paid were $0. Schedule C compensation reported to service provider organisations totalled $51K.

Combined net assets moved from $1.4M in 2018 to $1.5M in 2024 (up 9%). Plan mergers and spin-offs show up here as steps in the series.

Plans

PlanKindPlan yearParticipantsNet assetsPer participantEmployer / activeSch. C compensation
E-Z Bel 401(k) Plan401(k) plan2024221———$0
E-Z Bel Employee Stock Ownership Planprofit-sharing plan2024204$1.5M$7,470—$51K
US median, plan year 2024: DC plans $53,102 per participant, $2,175 employer contribution per active participant; DB plans $86,221 and $10,244.

Trend by plan year

2018: $1.4M2019: $1.9M2020: $2.3M2021: $2.8M2022: $2.1M2023: $1.1M2024: $1.5M$1.4M$2.8M$1.5M20092018202020222024
Combined net assets
2009: 1192018: 1352019: 1602020: 2132021: 3252022: 3292023: 4082024: 42511942520092018202020222024
Participant records
Plan yearPlansParticipant recordsNet assetsEmployer contributionsParticipant contributions
20242425$1.5M$0$0
20232408$1.1M$532K$0
20222329$2.1M$808K$251K
20212325$2.8M$112K$219K
20201213$2.3M$100K$214K
20191160$1.9M$50K$173K
20181135$1.4M$0$133K
20091119$0$0$0

History of the plans listed above, in the years each filed the full Form 5500 with 100 or more participants. Plans that have since terminated are not included.

Service providers

OrganisationServices reportedPlansCompensation reported
Transition Finance Strategies, LLCContract Administrator1$19,588
Isaacks & AssociatesTrustee (bank, trust company, or similar financial institution)1$13,200
Vision Point CapitalValuation (appraisals, etc.)1$11,000
SBNG, PCAccounting (including auditing)1$7,500

Organisations paid $5,000 or more by any of these plans, from Schedule C. Individuals are not shown.

Transition Finance Strategies, LLC$20K
Isaacks & Associates$13K
Vision Point Capital$11K
SBNG, PC$7,500

Questions and answers

How many retirement plans does E-Z Bel Construction Company LLC have?

2 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: E-Z Bel 401(k) Plan and E-Z Bel Employee Stock Ownership Plan. Smaller plans and plans filed under a subsidiary's number are not grouped here.

How much does E-Z Bel Construction Company LLC contribute to its plans?

$0 in employer contributions across these plans in their latest plan years, about $0 per active participant record. Form 5500 reports totals and not the match or accrual formula.

Who provides services to these plans?

Schedule C filings name Transition Finance Strategies, LLC, Isaacks & Associates, Vision Point Capital and SBNG, PC. Only organisations paid $5,000 or more by a plan are listed on Schedule C.

Where does this come from?

Form 5500 annual reports filed with the Department of Labor's EFAST2 system, from the EBSA research files, with filings received through 24 Aug 2026. Figures are as filed and may be amended.

Provenance

Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, public domain, with filings received through 24 Aug 2026. Plans are grouped by the sponsor's employer identification number exactly as filed; a company that files under several EINs appears as several employers. See the methodology and corrections.