Maquoketa, 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, Maquoketa, IA has 7 loaded benefit plan(s) reported by 4 plan sponsor(s), with $66,924,014 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 7
- Plan sponsors
- 4
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $66,924,014
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $66,924,014
Contributions & income
- Employer contributions
- $2,163,509
- Participant contributions
- $2,961,016
- Total income / additions
- $13,076,136
Expenses & distributions
- Benefits paid / distributions
- $3,843,174
- Total expenses
- $4,117,863
- Net increase / (decrease)
- $8,958,273
Coverage
- Total reported participants
- 2,341
- Plans with financial statements
- 5
- Plans with provider compensation
- 3
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Maquoketa, 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 |
|---|---|---|---|
| Ohnward Bancshares, Inc. 401(K) Profit Sharing Plan | Ohnward Bancshares, Inc. | $35,689,775 | 2023 |
| Imagine The Possibilities, Inc. 401(K) Plan | Imagine The Possibilities, Inc | $16,335,329 | 2023 |
| Ohnward Bancshares, Inc. Employee Stock Ownership Plan And Trust | Ohnward Bancshares, Inc. | $12,232,652 | 2023 |
| Mgm Employees 401(K) Plan | Garman And Meade, Certified Public Accountants, Pc | $2,018,964 | 2023 |
| East Iowa Realty 401(K) Plan | Caraway Realty, Inc Dba East Iowa Realty | $647,294 | 2023 |
| Imagine The Possibilities, Inc. Wrap Plan | Imagine The Possibilities, Inc. | not reported in the loaded dataset | 2023 |
| Ohnward Bancshares Inc Life And Disability Plan | Ohnward Bancshares Inc | not reported in the loaded dataset | 2023 |
Largest plans in Maquoketa → · Maquoketa plans by participants → · Maquoketa plans with financial data → · Maquoketa plans with provider compensation → · $1B+ plans in Maquoketa →
Related Form 5500 pages
- All IA Form 5500 filings
- Ohnward Bancshares, Inc. 401(K) Profit Sharing Plan (plan 001)
- Ohnward Bancshares, Inc. — all reported plans
- Imagine The Possibilities, Inc. 401(K) Plan (plan 001)
- Imagine The Possibilities, Inc — all reported plans
- Ohnward Bancshares, Inc. Employee Stock Ownership Plan And Trust (plan 002)
- Mgm Employees 401(K) Plan (plan 001)
- Garman And Meade, Certified Public Accountants, Pc — all reported plans
- East Iowa Realty 401(K) Plan (plan 001)
- Caraway Realty, Inc Dba East Iowa Realty — all reported plans
- Imagine The Possibilities, Inc. Wrap Plan (plan 503)
- Ohnward Bancshares Inc Life And Disability Plan (plan 501)
- Methodology
- Data sources