Nevada, 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, Nevada, IA has 7 loaded benefit plan(s) reported by 4 plan sponsor(s), with $136,459,022 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)
$136,459,022
Total reported liabilities (EOY)
$1,317,983
Total reported net assets (EOY)
$135,141,039

Contributions & income

Employer contributions
$3,634,045
Participant contributions
$6,859,393
Total income / additions
$31,323,749

Expenses & distributions

Benefits paid / distributions
$6,181,129
Total expenses
$6,526,233
Net increase / (decrease)
$24,797,516

Coverage

Total reported participants
1,705
Plans with financial statements
4
Plans with provider compensation
3

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Nevada, 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 Nevada, IA
PlanSponsorReported assets (EOY)Year
Van Wall Equipment, Inc. Profit Sharing 401(K) PlanVan Wall Equipment, Inc.$59,576,0562023
Hertz Associates Ltd. Profit Sharing PlanHertz Associates Ltd.$57,573,8772023
Gary W. Clem, Inc. Dba Almaco Retirement PlanGary W. Clem, Inc. Dba Almaco$17,624,0692023
Iowa Insulation, Inc. Employee Stock Ownership PlanIowa Insulation, Inc.$1,685,0202023
Hertz Associates Ltd Life And Ltd Insurance PlanHertz Associates Ltdnot reported in the loaded dataset2023
Hertz Associates Ltd Health Insurance PlanHertz Associates Ltdnot reported in the loaded dataset2023
Gary W Clem Inc. Dba AlmacoGary W Clem Inc. Dba Almaconot reported in the loaded dataset2023

Related Form 5500 pages