Independence, 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, Independence, IA has 9 loaded benefit plan(s) reported by 5 plan sponsor(s), with $51,697,683 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
- 5
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $51,697,683
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $51,697,683
Contributions & income
- Employer contributions
- $1,307,836
- Participant contributions
- $2,075,532
- Total income / additions
- $10,019,541
Expenses & distributions
- Benefits paid / distributions
- $4,035,135
- Total expenses
- $4,212,852
- Net increase / (decrease)
- $5,806,689
Coverage
- Total reported participants
- 1,818
- Plans with financial statements
- 3
- Plans with provider compensation
- 3
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Independence, 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 |
|---|---|---|---|
| Fidelity Ban Corporation Employee Stock Ownership And 401(K) Plan | Fidelity Ban Corporation | $26,433,450 | 2023 |
| Geater Machining & Manufacturing Co., Inc. Retirement Savings Plan | Geater Machining & Manufacturing Co., Inc. | $14,454,833 | 2023 |
| Wapsie Valley Creamery, Inc. Profit Sharing Plan And Trust | Wapsie Valley Creamery, Inc. | $10,809,400 | 2023 |
| Geater Machining & Manufacturing Co Employee Dental Plan | Geater Machining & Manufacturing Co | not reported in the loaded dataset | 2023 |
| Geater Machining & Manufacturing Co Employee Life & Disability Plan | Geater Machining & Manufacturing Co | not reported in the loaded dataset | 2023 |
| Geater Machining & Manufacturing Co Employee Vision Plan | Geater Machining & Manufacturing Co | not reported in the loaded dataset | 2023 |
| Larson Construction Life & Std Plan | Larson Construction Company, Inc. | not reported in the loaded dataset | 2023 |
| Pries Enterprises, Inc. | Pries Enterprises, Inc. | not reported in the loaded dataset | 2023 |
| Geater Machining & Manufacturing Co Employee Health Plan | Geater Machining & Manufacturing Co | not reported in the loaded dataset | 2023 |
Largest plans in Independence → · Independence plans by participants → · Independence plans with financial data → · Independence plans with provider compensation → · $1B+ plans in Independence →
Related Form 5500 pages
- All IA Form 5500 filings
- Fidelity Ban Corporation Employee Stock Ownership And 401(K) Plan (plan 001)
- Fidelity Ban Corporation — all reported plans
- Geater Machining & Manufacturing Co., Inc. Retirement Savings Plan (plan 002)
- Geater Machining & Manufacturing Co., Inc. — all reported plans
- Wapsie Valley Creamery, Inc. Profit Sharing Plan And Trust (plan 001)
- Wapsie Valley Creamery, Inc. — all reported plans
- Geater Machining & Manufacturing Co Employee Dental Plan (plan 503)
- Geater Machining & Manufacturing Co Employee Life & Disability Plan (plan 504)
- Geater Machining & Manufacturing Co Employee Vision Plan (plan 505)
- Larson Construction Life & Std Plan (plan 501)
- Larson Construction Company, Inc. — all reported plans
- Pries Enterprises, Inc. (plan 501)
- Pries Enterprises, Inc. — all reported plans
- Geater Machining & Manufacturing Co Employee Health Plan (plan 502)
- Methodology
- Data sources