Plan5500

Inverness, 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, Inverness, IL has 5 loaded benefit plan(s) reported by 5 plan sponsor(s), with $26,825,034 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
5
Plan sponsors
5
Latest filing year
2023

What stands out in Inverness

  • 5 loaded plans hold $26.8M in reported assets across 5 sponsors.
  • The largest, Employee Benefit Plan Of Little City Foundation, holds 58% of reported Inverness plan assets.
  • Plans cover 700 participants — about 140 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • 20% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$26.8MSummed across loaded plans$26,825,034
Total reported assets$26.8M$26,825,034
Total reported participants700
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$26.8M total assets
Net assets$26.8MLiabilities$0
Contributions & income
Employer contributions$521.9K
Participant contributions$1.2M
Total income / additions$6.9M
Expenses & distributions
Benefits paid / distributions$601.5K
Total expenses$608.7K
Net increase / (decrease)$6.3M

Data coverage

Plans with financial statements5 / 5 (100%)
Plans with provider compensation1 / 5 (20%)

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

Computed from loaded plans

Inverness market comparison

Largest plan share of assets58%Employee Benefit Plan Of Little City Foundation
Participants per plan140Average across loaded plans
Plan sponsors5
Ranked by reported assets

Largest loaded plans in Inverness

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

  1. 1
    Employee Benefit Plan Of Little City Foundation$15.6M
    Little City Foundation · 2023
  2. 2
    Pathology Consultants, S.C. Employee'S Profit Sharing Plan$6.9M
    Pathology Consultants, S.C. · 2023
  3. 3
    Kenneth P. Franzese Group Single (K) Fbo Kenneth P. Franzese$1.8M
    Kenneth P. Franzese Single (K) · 2023
  4. 4
    Bolanos, Inc. 401(K) Plan And Trust$1.5M
    Wealth Management Group, LLC · 2023
  5. 5
    Atg Consulting, Inc. Employee Stock Ownership Plan$1M
    Atg Consulting, Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Inverness, IL?
5 plan(s) reported by 5 sponsor(s) are loaded for Inverness, IL.

Related Form 5500 pages