Monticello, AR Form 5500 retirement and benefit plan filings
City Form 5500 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, Monticello, AR has 6 loaded benefit plan(s) reported by 5 plan sponsor(s), with $30,808,264 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 6
- Plan sponsors
- 5
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $30,808,264
- Total reported liabilities (EOY)
- $81,000
- Total reported net assets (EOY)
- $30,727,264
Contributions & income
- Employer contributions
- $1,309,750
- Participant contributions
- $1,831,440
- Total income / additions
- $7,316,238
Expenses & distributions
- Benefits paid / distributions
- $4,359,733
- Total expenses
- $4,666,598
- Net increase / (decrease)
- $2,649,640
Coverage
- Total reported participants
- 1,756
- Plans with financial statements
- 4
- Plans with provider compensation
- 4
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Monticello, AR plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| The Price Companies, Inc. 401(K) Plan | The Price Companies, Inc. | $20,334,971 | 2023 |
| Drew Memorial Hospital, Inc. 401(K) Plan | Drew Memorial Hospital, Inc. | $7,306,915 | 2023 |
| First Union Financial Corporation Employee Stock Ownership Plan | First Union Financial Corporation | $2,077,826 | 2023 |
| Wendell Bryant Chiropractic Clinic, Pa Profit Sharing Plan | Wendell Bryant Chiropractic Clinic, Pa | $1,088,552 | 2023 |
| Drew Memorial Hospital Health And Welfare Benefits | Drew Memorial Hospital Inc. | not reported in the loaded dataset | 2023 |
| The Price Companies, Inc. Group Medical Plan | The Price Companies, Inc | not reported in the loaded dataset | 2023 |
Largest plans in Monticello → · Monticello plans by participants → · Monticello plans with financial data → · Monticello plans with provider compensation → · $1B+ plans in Monticello →
Related Form 5500 pages
- All AR Form 5500 filings
- The Price Companies, Inc. 401(K) Plan (plan 001)
- The Price Companies, Inc. — all reported plans
- Drew Memorial Hospital, Inc. 401(K) Plan (plan 001)
- Drew Memorial Hospital, Inc. — all reported plans
- First Union Financial Corporation Employee Stock Ownership Plan (plan 002)
- First Union Financial Corporation — all reported plans
- Wendell Bryant Chiropractic Clinic, Pa Profit Sharing Plan (plan 001)
- Wendell Bryant Chiropractic Clinic, Pa — all reported plans
- Drew Memorial Hospital Health And Welfare Benefits (plan 501)
- The Price Companies, Inc. Group Medical Plan (plan 502)
- The Price Companies, Inc — all reported plans
- Methodology
- Data sources