Lawrenceburg, 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, Lawrenceburg, IN has 7 loaded benefit plan(s) reported by 4 plan sponsor(s), with $58,553,306 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
- 4
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $58,553,306
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $58,553,306
Contributions & income
- Employer contributions
- $3,576,586
- Participant contributions
- $2,966,379
- Total income / additions
- $14,433,057
Expenses & distributions
- Benefits paid / distributions
- $10,195,964
- Total expenses
- $10,655,891
- Net increase / (decrease)
- $3,777,166
Coverage
- Total reported participants
- 2,291
- Plans with financial statements
- 4
- Plans with provider compensation
- 4
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Lawrenceburg, 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 |
|---|---|---|---|
| Gardens Alive 401(K) Salary Savings Plan | Gardens Alive Inc. | $41,859,936 | 2023 |
| Community Mental Health Center, Inc. Employees Retirement Plan | Community Mental Health Center, Inc. | $16,350,720 | 2023 |
| Trident Investment Corp. 401(K) Plan | Trident Investment Corp. | $342,650 | 2023 |
| Community Mental Health Center, Inc. Benefit Plan | Community Mental Health Center, Inc. Dba Incompass Healthcare | $0 | 2023 |
| Gardens Alive Employee Health Benefit Plan | Gardens Alive | not reported in the loaded dataset | 2023 |
| Gardens Alive Long & Short Term Disability Plan | Gardens Alive | not reported in the loaded dataset | 2023 |
| Early Morning, LLC Welfare Benefit Plan | Early Morning, LLC | not reported in the loaded dataset | 2023 |
Largest plans in Lawrenceburg → · Lawrenceburg plans by participants → · Lawrenceburg plans with financial data → · Lawrenceburg plans with provider compensation → · $1B+ plans in Lawrenceburg →
Related Form 5500 pages
- All IN Form 5500 filings
- Gardens Alive 401(K) Salary Savings Plan (plan 001)
- Gardens Alive Inc. — all reported plans
- Community Mental Health Center, Inc. Employees Retirement Plan (plan 002)
- Community Mental Health Center, Inc. — all reported plans
- Trident Investment Corp. 401(K) Plan (plan 001)
- Trident Investment Corp. — all reported plans
- Community Mental Health Center, Inc. Benefit Plan (plan 501)
- Gardens Alive Employee Health Benefit Plan (plan 501)
- Gardens Alive Long & Short Term Disability Plan (plan 503)
- Early Morning, LLC Welfare Benefit Plan (plan 502)
- Early Morning, LLC — all reported plans
- Methodology
- Data sources