Aledo, IL 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, Aledo, IL has 3 loaded benefit plan(s) reported by 2 plan sponsor(s), with $30,152,507 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
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$30,152,507
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$30,152,507

Contributions & income

Employer contributions
$571,816
Participant contributions
$1,489,714
Total income / additions
$6,754,764

Expenses & distributions

Benefits paid / distributions
$2,785,348
Total expenses
$2,863,360
Net increase / (decrease)
$3,891,404

Coverage

Total reported participants
823
Plans with financial statements
2
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Aledo, IL 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 Aledo, IL
PlanSponsorReported assets (EOY)Year
General Grind And Machine, Inc. Profit Sharing Plan And TrustGeneral Grind And Machine, Inc.$29,836,1912023
Brown'S Forest Home Farm, Inc.Brown'S Forest Home Farm, Inc.$316,3162023
General Grind & Machine, Inc. Employee Benefits PlanGeneral Grind & Machine, Inc.not reported in the loaded dataset2023

Related Form 5500 pages