O Fallon, 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, O Fallon, IL has 4 loaded benefit plan(s) reported by 4 plan sponsor(s), with $37,553,965 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 4
- Plan sponsors
- 4
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $37,553,965
- Total reported liabilities (EOY)
- $850
- Total reported net assets (EOY)
- $37,553,115
Contributions & income
- Employer contributions
- $1,268,406
- Participant contributions
- $2,356,395
- Total income / additions
- $9,474,950
Expenses & distributions
- Benefits paid / distributions
- $3,419,153
- Total expenses
- $3,689,645
- Net increase / (decrease)
- $5,785,305
Coverage
- Total reported participants
- 790
- Plans with financial statements
- 4
- Plans with provider compensation
- 3
Totals sum the latest loaded 2023 public Form 5500 filing per plan for O Fallon, 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 |
|---|---|---|---|
| Jack Schmitt Family Of Dealerships, Inc. 401(K) Plan | Jack Schmitt Family Of Dealerships, Inc. | $17,290,453 | 2023 |
| Auffenberg Employees 401(K) Plan And Trust | Auffenberg Ford, Inc. C/O Auffenberg Dealer Group, Inc. | $13,678,197 | 2023 |
| Auffenberg Union Employees' 401(K) Plan | Auffenberg Hyundai, Inc. | $6,428,410 | 2023 |
| Madrigal Bricks, Inc. 401k Profit Sharing Plan | Madrigal Bricks, Inc. | $156,905 | 2023 |
Largest plans in O Fallon → · O Fallon plans by participants → · O Fallon plans with financial data → · O Fallon plans with provider compensation → · $1B+ plans in O Fallon →
Related Form 5500 pages
- All IL Form 5500 filings
- Jack Schmitt Family Of Dealerships, Inc. 401(K) Plan (plan 001)
- Jack Schmitt Family Of Dealerships, Inc. — all reported plans
- Auffenberg Employees 401(K) Plan And Trust (plan 003)
- Auffenberg Ford, Inc. C/O Auffenberg Dealer Group, Inc. — all reported plans
- Auffenberg Union Employees' 401(K) Plan (plan 002)
- Auffenberg Hyundai, Inc. — all reported plans
- Madrigal Bricks, Inc. 401k Profit Sharing Plan (plan 001)
- Madrigal Bricks, Inc. — all reported plans
- Methodology
- Data sources