Toledo, 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, Toledo, IL has 3 loaded benefit plan(s) reported by 1 plan sponsor(s), with $21,973,410 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
- 1
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $21,973,410
- Total reported liabilities (EOY)
- $3,426,073
- Total reported net assets (EOY)
- $18,547,337
Contributions & income
- Employer contributions
- $700,000
- Total income / additions
- $2,046,412
Expenses & distributions
- Benefits paid / distributions
- $654,897
- Total expenses
- $1,004,861
- Net increase / (decrease)
- $1,041,551
Coverage
- Total reported participants
- 372
- Plans with financial statements
- 1
- Plans with provider compensation
- 1
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Toledo, 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 |
|---|---|---|---|
| First Neighborhood Bancshares, Inc. Employee Stock Ownership Plan | First Neighborhood Bancshares, Inc. | $21,973,410 | 2023 |
| First Neighborhood Bancshares, Inc. Group Long Term Care Plan | First Neighborhood Bancshares, Inc. | not reported in the loaded dataset | 2023 |
| First Neighborhood Bancshares, Inc. Employee Assistance Program | First Neighborhood Bancshares, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Toledo → · Toledo plans by participants → · Toledo plans with financial data → · Toledo plans with provider compensation → · $1B+ plans in Toledo →
Related Form 5500 pages
- All IL Form 5500 filings
- First Neighborhood Bancshares, Inc. Employee Stock Ownership Plan (plan 002)
- First Neighborhood Bancshares, Inc. — all reported plans
- First Neighborhood Bancshares, Inc. Group Long Term Care Plan (plan 501)
- First Neighborhood Bancshares, Inc. Employee Assistance Program (plan 601)
- Methodology
- Data sources