Nappanee, 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, Nappanee, IN has 15 loaded benefit plan(s) reported by 10 plan sponsor(s), with $70,437,518 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 15
- Plan sponsors
- 10
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $70,437,518
- Total reported liabilities (EOY)
- $34,741
- Total reported net assets (EOY)
- $70,402,777
Contributions & income
- Employer contributions
- $1,537,006
- Participant contributions
- $4,068,296
- Total income / additions
- $20,745,350
Expenses & distributions
- Benefits paid / distributions
- $12,865,229
- Total expenses
- $13,072,840
- Net increase / (decrease)
- $7,672,510
Coverage
- Total reported participants
- 4,552
- Plans with financial statements
- 7
- Plans with provider compensation
- 4
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Nappanee, 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 |
|---|---|---|---|
| Beer & Slabaugh, Inc. Deferred Profit Sharing 401(K) Plan | Beer & Slabaugh, Inc. | $17,118,082 | 2023 |
| Kountry Wood Products 401k Profit Sharing Plan | Kountry Wood Products, LLC | $15,301,370 | 2023 |
| Aluminum Trailer Company 401(K) Plan | Aluminum Trailer Company | $13,785,104 | 2023 |
| Gulf Stream Coach, Inc. Retirement Savings Plan | Gulf Stream Coach, Inc. | $10,613,181 | 2023 |
| Intech Trailers Inc. 401(K) Plan | Intech Trailers Inc. | $7,184,297 | 2023 |
| Ascot Enterprises, Inc. 401(K) Savings Plan And Trust | Ascot Enterprises, Inc. | $3,962,933 | 2023 |
| R.W. Jenkins Automotive, Inc. Employee Stock Ownership Plan | R.W. Jenkins Automotive, Inc. | $2,472,551 | 2023 |
| Oakland Enterprises, Inc. & Subs Comprehensive Medical Benefits Plan | Oakland Enterprises, Inc. & Subs | not reported in the loaded dataset | 2023 |
| Health Fsa And Dependent Care Fsa | Icc Nta, LLC | not reported in the loaded dataset | 2023 |
| Chase Manufacturing LLC | Chase Manufacturing, LLC | not reported in the loaded dataset | 2023 |
| Intech Trailers Inc Employee Benefit Plan | Intech Trailers Inc. | not reported in the loaded dataset | 2023 |
| Kountry Wood Products | Kountry Wood Products, LLC | not reported in the loaded dataset | 2023 |
| Kountry Wood Products LLC, Dental, Life & Std Plan | Kountry Wood Products, LLC | not reported in the loaded dataset | 2023 |
| The Aluminum Trailer Company Welfare Benefit Plan | The Aluminum Trailer Company | not reported in the loaded dataset | 2023 |
| Icc Nta, LLC Health And Welfare Benefit Plan | Icc Nta, LLC | not reported in the loaded dataset | 2023 |
Largest plans in Nappanee → · Nappanee plans by participants → · Nappanee plans with financial data → · Nappanee plans with provider compensation → · $1B+ plans in Nappanee →
Related Form 5500 pages
- All IN Form 5500 filings
- Beer & Slabaugh, Inc. Deferred Profit Sharing 401(K) Plan (plan 001)
- Beer & Slabaugh, Inc. — all reported plans
- Kountry Wood Products 401k Profit Sharing Plan (plan 001)
- Kountry Wood Products, LLC — all reported plans
- Aluminum Trailer Company 401(K) Plan (plan 001)
- Aluminum Trailer Company — all reported plans
- Gulf Stream Coach, Inc. Retirement Savings Plan (plan 001)
- Gulf Stream Coach, Inc. — all reported plans
- Intech Trailers Inc. 401(K) Plan (plan 001)
- Intech Trailers Inc. — all reported plans
- Ascot Enterprises, Inc. 401(K) Savings Plan And Trust (plan 001)
- Ascot Enterprises, Inc. — all reported plans
- R.W. Jenkins Automotive, Inc. Employee Stock Ownership Plan (plan 002)
- R.W. Jenkins Automotive, Inc. — all reported plans
- Oakland Enterprises, Inc. & Subs Comprehensive Medical Benefits Plan (plan 501)
- Oakland Enterprises, Inc. & Subs — all reported plans
- Health Fsa And Dependent Care Fsa (plan 502)
- Icc Nta, LLC — all reported plans
- Chase Manufacturing LLC (plan 501)
- Chase Manufacturing, LLC — all reported plans
- Intech Trailers Inc Employee Benefit Plan (plan 501)
- Kountry Wood Products (plan 501)
- Kountry Wood Products LLC, Dental, Life & Std Plan (plan 502)
- The Aluminum Trailer Company Welfare Benefit Plan (plan 501)
- Icc Nta, LLC Health And Welfare Benefit Plan (plan 501)
- Methodology
- Data sources