New Market, 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, New Market, IA has 4 loaded benefit plan(s) reported by 1 plan sponsor(s), with $6,168,621 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
1
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$6,168,621
Total reported net assets (EOY)
$6,168,621

Contributions & income

Employer contributions
$255,799
Participant contributions
$823,237
Total income / additions
$1,925,092

Expenses & distributions

Benefits paid / distributions
$755,174
Total expenses
$805,503
Net increase / (decrease)
$1,119,589

Coverage

Total reported participants
650
Plans with financial statements
1
Plans with provider compensation
2

Totals sum the latest loaded 2023 public Form 5500 filing per plan for New Market, 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 New Market, IA
PlanSponsorReported assets (EOY)Year
Keane Thummel Trucking Inc 401(K) PlanKeane Thummel Trucking Inc$6,168,6212023
Keane Thummel Trucking, Inc. Medical PlanKeane Thummel Trucking Incnot reported in the loaded dataset2023
Keane Thummel Trucking, Inc. Dental And Vision PlanKeane Thummel Trucking Incnot reported in the loaded dataset2023
Keane Thummel Trucking, Inc. Life And Ad&D PlanKeane Thummel Trucking Incnot reported in the loaded dataset2023

Related Form 5500 pages