Charleston, 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, Charleston, IL has 7 loaded benefit plan(s) reported by 6 plan sponsor(s), with $4,343,749 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
- 6
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $4,343,749
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $4,343,749
Contributions & income
- Employer contributions
- $571,632
- Participant contributions
- $864,415
- Total income / additions
- $2,391,338
Expenses & distributions
- Benefits paid / distributions
- $8,527,323
- Total expenses
- $8,638,697
- Net increase / (decrease)
- -$6,247,359
Coverage
- Total reported participants
- 1,034
- Plans with financial statements
- 5
- Plans with provider compensation
- 1
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Charleston, 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
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Phillips' Companies 401(K) Plan | The Villas Of Holly Brook Senior Living, LLC | $3,391,607 | 2023 |
| Porter Auto Body Charleston, Inc. Profit Sharing | Porter Auto Body Charleston, Inc. | $940,482 | 2023 |
| The Irc Group Inc. 401(K) Plan | The Irc Group Inc. | $7,242 | 2023 |
| Pagliais Pizza LLC Profit Sharing Plan | Pagliais Pizza LLC | $4,418 | 2023 |
| Gilbert, Metzger & Madigan Llp Profit Sharing Plan | Gilbert, Metzger & Madigan, Llp | $0 | 2023 |
| Villas Of Holly Brook Hwbp | Villas Of Holly Brook | not reported in the loaded dataset | 2023 |
| Ken Diepholz Chevrolet, Inc. Employee Benefits Plan | Ken Diepholz Chevrolet, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Charleston → · Charleston plans by participants → · Charleston plans with financial data → · Charleston plans with provider compensation → · $1B+ plans in Charleston →
Related Form 5500 pages
- All IL Form 5500 filings
- Phillips' Companies 401(K) Plan (plan 001)
- The Villas Of Holly Brook Senior Living, LLC — all reported plans
- Porter Auto Body Charleston, Inc. Profit Sharing (plan 001)
- Porter Auto Body Charleston, Inc. — all reported plans
- The Irc Group Inc. 401(K) Plan (plan 001)
- The Irc Group Inc. — all reported plans
- Pagliais Pizza LLC Profit Sharing Plan (plan 001)
- Pagliais Pizza LLC — all reported plans
- Gilbert, Metzger & Madigan Llp Profit Sharing Plan (plan 001)
- Gilbert, Metzger & Madigan, Llp — all reported plans
- Villas Of Holly Brook Hwbp (plan 501)
- Ken Diepholz Chevrolet, Inc. Employee Benefits Plan (plan 501)
- Ken Diepholz Chevrolet, Inc. — all reported plans
- Methodology
- Data sources