Garnavillo, 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, Garnavillo, IA has 4 loaded benefit plan(s) reported by 2 plan sponsor(s), with $16,186,157 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 4
- Plan sponsors
- 2
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $16,186,157
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $16,186,157
Contributions & income
- Employer contributions
- $613,045
- Participant contributions
- $1,010,879
- Total income / additions
- $3,956,891
Expenses & distributions
- Benefits paid / distributions
- $856,611
- Total expenses
- $943,210
- Net increase / (decrease)
- $3,013,681
Coverage
- Total reported participants
- 642
- Plans with financial statements
- 2
- Plans with provider compensation
- 2
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Garnavillo, 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 |
|---|---|---|---|
| Pattison Sand Company, L.L.C. 401(K) Profit Sharing Plan | Pattison Sand Company, L.L.C. | $8,768,896 | 2023 |
| Guttenberg Industries, Inc. 401(K) Profit Sharing Plan | Guttenberg Industries, Inc. | $7,417,261 | 2023 |
| Pattison Sand Company, LLC Health And Welfare Benefit Plan | Pattison Sand Company, LLC | not reported in the loaded dataset | 2023 |
| Guttenberg Industries, Inc. Employee Benefits Plan | Guttenberg Industries, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Garnavillo → · Garnavillo plans by participants → · Garnavillo plans with financial data → · Garnavillo plans with provider compensation → · $1B+ plans in Garnavillo →
Related Form 5500 pages
- All IA Form 5500 filings
- Pattison Sand Company, L.L.C. 401(K) Profit Sharing Plan (plan 001)
- Pattison Sand Company, L.L.C. — all reported plans
- Guttenberg Industries, Inc. 401(K) Profit Sharing Plan (plan 001)
- Guttenberg Industries, Inc. — all reported plans
- Pattison Sand Company, LLC Health And Welfare Benefit Plan (plan 504)
- Guttenberg Industries, Inc. Employee Benefits Plan (plan 502)
- Methodology
- Data sources