Adel, IA 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, Adel, IA has 6 loaded benefit plan(s) reported by 4 plan sponsor(s), with $31,516,094 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
4
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$31,516,094
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$31,516,094

Contributions & income

Employer contributions
$880,223
Participant contributions
$2,196,165
Total income / additions
$9,685,252

Expenses & distributions

Benefits paid / distributions
$4,025,791
Total expenses
$4,137,876
Net increase / (decrease)
$5,547,376

Coverage

Total reported participants
1,887
Plans with financial statements
3
Plans with provider compensation
2

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Adel, IA 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

Largest loaded plans in Adel, IA
PlanSponsorReported assets (EOY)Year
Stine Seed Companies Multiple Employer 401(K) PlanStine Seed Farm, Inc.$22,427,9722023
Iowa Spring Manufacturing Inc 401(K) PlanIowa Spring Manufacturing$9,043,5202023
Simon Services Inc. 401(K) PlanSimon Services Inc.$44,6022023
Midwest Oilseeds Inc Employee Health PlanMidwest Oilseeds Inc.not reported in the loaded dataset2023
Midwest Oilseeds Inc Employee Benefits PlanMidwest Oilseeds Inc.not reported in the loaded dataset2023
Iowa Spring Manufacturing, Inc. Welfare Benefit PlanIowa Spring Manufacturing, Inc.not reported in the loaded dataset2023

Related Form 5500 pages