Plan5500

Burley, ID 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, Burley, ID has 13 loaded benefit plan(s) reported by 9 plan sponsor(s), with $79,748,465 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
13
Plan sponsors
9
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$78.8MSummed across loaded plans$78,766,683
Total reported assets$79.7M$79,748,465
Total reported participants2.5K2,480
Total reported liabilities$981.8K$981,782

Reported net position

Reported assets = net assets + liabilities (summed)$79.7M total assets
Net assets$78.8MLiabilities$981.8K
Contributions & income
Employer contributions$2.3M
Participant contributions$2.9M
Total income / additions$14.8M
Expenses & distributions
Benefits paid / distributions$4.4M
Total expenses$4.6M
Net increase / (decrease)$10.2M

Data coverage

Plans with financial statements8 / 13 (62%)
Plans with provider compensation2 / 13 (15%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Burley, ID 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.

Computed from loaded plans

Burley market comparison

Largest plan share of assets50%D.L. Evans Bank Employees Stock Ownership Plan And Trust
Participants per plan191Average across loaded plans
Plan sponsors9
Ranked by reported assets

Largest loaded plans in Burley

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    D.L. Evans Bank Employees Stock Ownership Plan And Trust$39.6M
    D.L. Evans Bank · 2023
  2. 2
    D.L. Evans Bank 401(K) Retirement Savings Plan$32.1M
    D L Evans Bank · 2023
  3. 3
    Parsons Smith & Stone - Money Purchase Plan$2.8M
    Parsons Smith & Stone · 2023
  4. 4
    Garald Price & Associates, P.A 401(K) Profit Sharing Plan$2.8M
    Garald Price & Associates, P.A · 2023
  5. 5
    Tater Holdings 401(K) Plan$1.2M
    Tater Holdings Inc. · 2023
  6. 6
    Parsons Smith & Stone - Profit Sharing Plan$759.9K
    Parsons Smith & Stone · 2023
  7. 7
    Sinus Center - Idaho Pa Psp$485.4K
    Sinus Center - Idaho Pa Psp · 2023
  8. 8
    Kam Philgas Profit Sharing Plan And Trust$82.4K
    Konrad Holdings Inc · 2023
  9. 9
    D.L. Evans Banknot reported in the loaded dataset
    D.L. Evans Bank · 2023
  10. 10
    Moo Mountain Milk - Health Insurancenot reported in the loaded dataset
    Moo Mountain Milk, Inc. · 2023
  11. 11
    High Desert Milk - Benefitsnot reported in the loaded dataset
    High Desert Milk, Inc. · 2023
  12. 12
    Idaho Milk Transport Incnot reported in the loaded dataset
    Idaho Milk Transport, Inc. · 2023
  13. 13
    Tater Inc Health & Welfare Benefit Plannot reported in the loaded dataset
    Tater Inc Dba Lease End · 2023

Largest plans in Burley → · Burley plans by participants → · Burley plans with financial data → · Burley plans with provider compensation → · $1B+ plans in Burley →

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