Bluffton, IN 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, Bluffton, IN has 7 loaded benefit plan(s) reported by 5 plan sponsor(s), with $17,756,141 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
5
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$17,756,141
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$17,756,141

Contributions & income

Employer contributions
$2,045,610
Participant contributions
$1,638,490
Total income / additions
$6,847,546

Expenses & distributions

Benefits paid / distributions
$4,714,389
Total expenses
$4,846,860
Net increase / (decrease)
$2,000,686

Coverage

Total reported participants
1,373
Plans with financial statements
6
Plans with provider compensation
6

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Bluffton, IN 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

Largest loaded plans in Bluffton, IN
PlanSponsorReported assets (EOY)Year
National Oil And Gas, Inc. Employees' Savings PlanNational Oil And Gas, Inc.$12,795,2772023
Weg Electric Corp. Retirement Readiness 401(K) PlanWeg Electric Corp.$4,708,4492023
Hiday Motors, Inc. Self Funded Medical Reimbursement PlanHiday Motors, Inc.$252,4152023
Pretzels, Inc. 401(K) & Profit Sharing PlanPretzels, Inc$02023
Pretzels, Inc. 401(K)Pretzels, Inc$02023
Ttg Equipment LLC 401(K) PlanTtg Equipment LLC$02023
National Oil And Gas, Inc. Employee Benefit PlanNational Oil And Gas, Inc.not reported in the loaded dataset2023

Related Form 5500 pages