Brookville, 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, Brookville, IN has 5 loaded benefit plan(s) reported by 4 plan sponsor(s), with $14,730,598 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
- 4
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $14,730,598
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $14,730,598
Contributions & income
- Employer contributions
- $444,224
- Participant contributions
- $758,757
- Total income / additions
- $3,951,905
Expenses & distributions
- Benefits paid / distributions
- $2,019,540
- Total expenses
- $2,058,319
- Net increase / (decrease)
- $1,893,586
Coverage
- Total reported participants
- 438
- Plans with financial statements
- 4
- Plans with provider compensation
- 2
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Brookville, 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
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| 401(K) Profit Sharing Plan For Employees Of Fcn Bank, National Association | Fcn Bank, National Association | $8,327,342 | 2023 |
| Georges Family Pharmacy, Inc. 401(K) Plan | Georges Family Pharmacy, Inc. | $5,253,628 | 2023 |
| Hafner Homestead Inc. Retirement Plan | Hafner Homestead Inc. | $623,188 | 2023 |
| Complete Packaging Solutions, Inc. Retirement Plan | Complete Packaging Solutions, Inc. | $526,440 | 2023 |
| Fcn Bank Group Life And Long-Term Disability Insurance Plan | Fcn Bank | not reported in the loaded dataset | 2023 |
Largest plans in Brookville → · Brookville plans by participants → · Brookville plans with financial data → · Brookville plans with provider compensation → · $1B+ plans in Brookville →
Related Form 5500 pages
- All IN Form 5500 filings
- 401(K) Profit Sharing Plan For Employees Of Fcn Bank, National Association (plan 002)
- Fcn Bank, National Association — all reported plans
- Georges Family Pharmacy, Inc. 401(K) Plan (plan 001)
- Georges Family Pharmacy, Inc. — all reported plans
- Hafner Homestead Inc. Retirement Plan (plan 001)
- Hafner Homestead Inc. — all reported plans
- Complete Packaging Solutions, Inc. Retirement Plan (plan 001)
- Complete Packaging Solutions, Inc. — all reported plans
- Fcn Bank Group Life And Long-Term Disability Insurance Plan (plan 502)
- Methodology
- Data sources