Montgomery, 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, Montgomery, IL has 11 loaded benefit plan(s) reported by 9 plan sponsor(s), with $73,735,568 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 11
- Plan sponsors
- 9
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $73,735,568
- Total reported liabilities (EOY)
- $28
- Total reported net assets (EOY)
- $73,735,540
Contributions & income
- Employer contributions
- $1,532,122
- Participant contributions
- $4,404,350
- Total income / additions
- $17,888,735
Expenses & distributions
- Benefits paid / distributions
- $10,994,687
- Total expenses
- $11,271,477
- Net increase / (decrease)
- $6,617,258
Coverage
- Total reported participants
- 2,695
- Plans with financial statements
- 6
- Plans with provider compensation
- 4
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Montgomery, 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 |
|---|---|---|---|
| Hormann LLC Employees Salary Savings Plan | Hormann LLC | $24,108,476 | 2023 |
| Vvf Kansas Services, LLC 401(K) Plan | Vvf Kansas Services, LLC | $18,995,097 | 2023 |
| Norkol, Inc. Profit Sharing And Savings Plan | Norkol, Inc. | $16,698,631 | 2023 |
| Lyon, LLC 401(K) Retirement Plan | Lyon, LLC | $12,238,258 | 2023 |
| C. Neil Kay Orthodontics, P.C. Profit Sharing Plan | C. Neil Kay, Orthodontics, P.C. | $926,096 | 2023 |
| Premier-Ap Retirement Plan | Premier-Ap | $769,010 | 2023 |
| Hormann LLC Employee Benefits Plan | Hormann LLC | not reported in the loaded dataset | 2023 |
| Aurora Metals Division, LLC Benefit Plans | Aurora Metals Division, LLC | not reported in the loaded dataset | 2023 |
| Norkol, Inc. Welfare Benefit Plan | Norkol, Inc. | not reported in the loaded dataset | 2023 |
| Norkol Converting Corporation Group Insurance Plan | Norkol Converting Corporation | not reported in the loaded dataset | 2023 |
| Vvf Illinois Services, LLC Health And Welfare Plan | Vvf Illinois Services, LLC | not reported in the loaded dataset | 2023 |
Largest plans in Montgomery → · Montgomery plans by participants → · Montgomery plans with financial data → · Montgomery plans with provider compensation → · $1B+ plans in Montgomery →
Related Form 5500 pages
- All IL Form 5500 filings
- Hormann LLC Employees Salary Savings Plan (plan 001)
- Hormann LLC — all reported plans
- Vvf Kansas Services, LLC 401(K) Plan (plan 002)
- Vvf Kansas Services, LLC — all reported plans
- Norkol, Inc. Profit Sharing And Savings Plan (plan 002)
- Norkol, Inc. — all reported plans
- Lyon, LLC 401(K) Retirement Plan (plan 003)
- Lyon, LLC — all reported plans
- C. Neil Kay Orthodontics, P.C. Profit Sharing Plan (plan 001)
- C. Neil Kay, Orthodontics, P.C. — all reported plans
- Premier-Ap Retirement Plan (plan 001)
- Premier-Ap — all reported plans
- Hormann LLC Employee Benefits Plan (plan 501)
- Aurora Metals Division, LLC Benefit Plans (plan 501)
- Aurora Metals Division, LLC — all reported plans
- Norkol, Inc. Welfare Benefit Plan (plan 501)
- Norkol, Inc. — all reported plans
- Norkol Converting Corporation Group Insurance Plan (plan 504)
- Vvf Illinois Services, LLC Health And Welfare Plan (plan 501)
- Vvf Illinois Services, LLC — all reported plans
- Methodology
- Data sources