Elkader, 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, Elkader, IA has 9 loaded benefit plan(s) reported by 3 plan sponsor(s), with $119,247,335 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 9
- Plan sponsors
- 3
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $119,247,335
- Total reported liabilities (EOY)
- $4,503,946
- Total reported net assets (EOY)
- $114,743,389
Contributions & income
- Employer contributions
- $2,089,568
- Participant contributions
- $4,074,957
- Total income / additions
- $11,679,611
Expenses & distributions
- Benefits paid / distributions
- $5,363,084
- Total expenses
- $5,764,663
- Net increase / (decrease)
- $5,914,948
Coverage
- Total reported participants
- 1,992
- Plans with financial statements
- 3
- Plans with provider compensation
- 2
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Elkader, 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
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Freedombank Shares, Inc. Employee Stock Ownership Plan With 401(K) Provisions | Freedombank Shares, Inc. | $57,956,192 | 2023 |
| Bodensteiner Implement Company Retirement Savings Plan | Bodensteiner Implement Company | $35,046,515 | 2023 |
| C J Moyna & Sons, LLC 401(K) Retirement Savings Plan | C J Moyna & Sons LLC | $26,244,628 | 2023 |
| Bodensteiner Implement, Co. Dental Plan | Bodensteiner Implement Co., Inc. | not reported in the loaded dataset | 2023 |
| Bodensteiner Implement, Co. Disability | Bodensteiner Implement Co., Inc. | not reported in the loaded dataset | 2023 |
| Bodensteiner Implement, Co. Life Plan | Bodensteiner Implement Co., Inc. | not reported in the loaded dataset | 2023 |
| Bodensteiner Implement, Co. Voluntary Disability | Bodensteiner Implement Co., Inc. | not reported in the loaded dataset | 2023 |
| C J Moyna & Sons, Inc. Health And Welfare Plan | C J Moyna & Sons, Inc | not reported in the loaded dataset | 2023 |
| Bodensteiner Implement, Co. Health Plan | Bodensteiner Implement Co., Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Elkader → · Elkader plans by participants → · Elkader plans with financial data → · Elkader plans with provider compensation → · $1B+ plans in Elkader →
Related Form 5500 pages
- All IA Form 5500 filings
- Freedombank Shares, Inc. Employee Stock Ownership Plan With 401(K) Provisions (plan 002)
- Freedombank Shares, Inc. — all reported plans
- Bodensteiner Implement Company Retirement Savings Plan (plan 001)
- Bodensteiner Implement Company — all reported plans
- C J Moyna & Sons, LLC 401(K) Retirement Savings Plan (plan 001)
- C J Moyna & Sons LLC — all reported plans
- Bodensteiner Implement, Co. Dental Plan (plan 511)
- Bodensteiner Implement, Co. Disability (plan 512)
- Bodensteiner Implement, Co. Life Plan (plan 513)
- Bodensteiner Implement, Co. Voluntary Disability (plan 514)
- C J Moyna & Sons, Inc. Health And Welfare Plan (plan 501)
- Bodensteiner Implement, Co. Health Plan (plan 510)
- Methodology
- Data sources