Garrett, 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, Garrett, IN has 4 loaded benefit plan(s) reported by 3 plan sponsor(s), with $66,294,543 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
3
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$66,294,543
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$66,294,543

Contributions & income

Employer contributions
$889,915
Participant contributions
$5,408,576
Total income / additions
$15,253,523

Expenses & distributions

Benefits paid / distributions
$6,357,717
Total expenses
$6,546,688
Net increase / (decrease)
$8,706,835

Coverage

Total reported participants
2,795
Plans with financial statements
2
Plans with provider compensation
2

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Garrett, 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 Garrett, IN
PlanSponsorReported assets (EOY)Year
Centurion Industries, Inc. 401(K) PlanCenturion Industries, Inc.$52,824,4842023
The Garrett State Bank 401(K) Employee Stock Ownership PlanGarrett State Bank$13,470,0592023
Adventure Homes, LLC Employee Benefit PlanAdventure Homes, LLCnot reported in the loaded dataset2023
Centurion Industries, Inc. Employee Benefits PlanCenturion Industries, Inc.not reported in the loaded dataset2023

Related Form 5500 pages