Creston, 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, Creston, IA has 6 loaded benefit plan(s) reported by 2 plan sponsor(s), with $12,665,296 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
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$12,665,296
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$12,665,296

Contributions & income

Employer contributions
$715,735
Participant contributions
$598,614
Total income / additions
$3,610,072

Expenses & distributions

Benefits paid / distributions
$2,236,050
Total expenses
$2,348,225
Net increase / (decrease)
$1,261,847

Coverage

Total reported participants
1,325
Plans with financial statements
2
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Creston, 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 Creston, IA
PlanSponsorReported assets (EOY)Year
Wdc 401(K) And Profit Sharing PlanWdc Acquisition LLC$7,407,8172023
Creston Medical Clinic Pension Plan 001 And Profit Sharing 200Creston Medical Clinic Pc$5,257,4792023
Wdc Acquisitions Health And Welfare PlanWdc Acquisition LLCnot reported in the loaded dataset2023
Wdc Acquisitions LLC Dental PlanWdc Acquisition LLCnot reported in the loaded dataset2023
Group Insurance PlanWdc Acquisition LLCnot reported in the loaded dataset2023
Wdc Acquisitions LLC Vision PlanWdc Acquisition LLCnot reported in the loaded dataset2023

Related Form 5500 pages