Charlestown, 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, Charlestown, IN has 5 loaded benefit plan(s) reported by 5 plan sponsor(s), with $19,679,338 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
- 5
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $19,679,338
- Total reported liabilities (EOY)
- $674
- Total reported net assets (EOY)
- $19,678,664
Contributions & income
- Employer contributions
- $874,017
- Participant contributions
- $1,703,040
- Total income / additions
- $5,495,607
Expenses & distributions
- Benefits paid / distributions
- $2,968,300
- Total expenses
- $3,095,770
- Net increase / (decrease)
- $2,399,837
Coverage
- Total reported participants
- 678
- Plans with financial statements
- 5
- Plans with provider compensation
- 2
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Charlestown, 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 |
|---|---|---|---|
| Dan Cristiani Enterprises 401(K) Retirement Savings Plan | Dan Cristiani Excavating Co., Inc. | $10,353,587 | 2023 |
| Ultra Manufacturing (Usa) Inc. 401(K) Retirement Savings Plan | Ultra Manufacturing (Usa) Inc. | $9,174,184 | 2023 |
| Tri G Retirement Plan | Tri G, Inc. | $149,235 | 2023 |
| B & G Mortuary Service, Inc. Self Funded Medical Reimbursement Plan | B & G Mortuary Service, Inc. | $2,332 | 2023 |
| Mr. Pest Control Of Southern Indiana, Inc Self Funded Medical Reimbursement Plan | Mr. Pest Control Of Southern Indiana, Inc. | $0 | 2023 |
Largest plans in Charlestown → · Charlestown plans by participants → · Charlestown plans with financial data → · Charlestown plans with provider compensation → · $1B+ plans in Charlestown →
Related Form 5500 pages
- All IN Form 5500 filings
- Dan Cristiani Enterprises 401(K) Retirement Savings Plan (plan 001)
- Dan Cristiani Excavating Co., Inc. — all reported plans
- Ultra Manufacturing (Usa) Inc. 401(K) Retirement Savings Plan (plan 002)
- Ultra Manufacturing (Usa) Inc. — all reported plans
- Tri G Retirement Plan (plan 001)
- Tri G, Inc. — all reported plans
- B & G Mortuary Service, Inc. Self Funded Medical Reimbursement Plan (plan 502)
- B & G Mortuary Service, Inc. — all reported plans
- Mr. Pest Control Of Southern Indiana, Inc Self Funded Medical Reimbursement Plan (plan 501)
- Mr. Pest Control Of Southern Indiana, Inc. — all reported plans
- Methodology
- Data sources