Logan, 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, Logan, IA has 3 loaded benefit plan(s) reported by 3 plan sponsor(s), with $17,917,405 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
3
Plan sponsors
3
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$17,917,405
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$17,917,405

Contributions & income

Employer contributions
$236,047
Participant contributions
$834,461
Total income / additions
$3,201,535

Expenses & distributions

Benefits paid / distributions
$599,465
Total expenses
$686,803
Net increase / (decrease)
$2,514,732

Coverage

Total reported participants
153
Plans with financial statements
3
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Logan, 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 Logan, IA
PlanSponsorReported assets (EOY)Year
Perfection Learning Corporation 401(K) Ps Plan & TrustPerfection Learning Corporation$17,915,2382023
Kcrc Corporation Retirement PlanKcrc Corporation$2,1672023
Lowell Green Construction LLC Profit Sharing Pension PlanLowell Green Construction LLC$02023

Related Form 5500 pages