Huntington, 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, Huntington, IN has 10 loaded benefit plan(s) reported by 7 plan sponsor(s), with $35,723,797 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
10
Plan sponsors
7
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$35,723,797
Total reported liabilities (EOY)
$1,542,219
Total reported net assets (EOY)
$34,181,578

Contributions & income

Employer contributions
$1,589,438
Participant contributions
$1,975,946
Total income / additions
$6,711,446

Expenses & distributions

Benefits paid / distributions
$3,527,778
Total expenses
$3,658,974
Net increase / (decrease)
$3,052,472

Coverage

Total reported participants
1,974
Plans with financial statements
7
Plans with provider compensation
4

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Huntington, 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 Huntington, IN
PlanSponsorReported assets (EOY)Year
Our Sunday Visitor, Inc. 401(K) PlanOur Sunday Visitor, Inc.$12,344,2312023
Northeast Indiana Bancorp Inc. Employees' Savings & Profit Sharing Plan And TrustNortheast Indiana Bancorp Inc.$6,887,9252023
Pathfinder Services Retirement PlanPathfinder Services, Inc.$6,781,5152023
The Bippus State Bank Employee Stock Ownership And 401(K) PlanBippus State Corporation$5,568,2612023
Northeast Indiana Bancorp Inc. Esop PlanFirst Federal Savings Bank$3,339,7412023
Onward Manufacturing 401(K) PlanOnward Manufacturing Company$781,5602023
Roger Sipe Cpa Firm 401(K) Retirement Savings PlanRoger Sipe Cpa Firm, LLC$20,5642023
Our Sunday Visitor, Inc. Employee Benefit PlanOur Sunday Visitor, Inc.not reported in the loaded dataset2023
Pathfinder Services, Inc. Employee Benefit PlanPathfinder Services, Inc.not reported in the loaded dataset2023
Onward Manufacturing Company, Ltd.Onward Manufacturing Company, Ltd.not reported in the loaded dataset2023

Related Form 5500 pages