Pendleton, 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, Pendleton, IN has 5 loaded benefit plan(s) reported by 4 plan sponsor(s), with $19,290,790 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
4
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$19,290,790
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$19,290,790

Contributions & income

Employer contributions
$195,704
Participant contributions
$1,802,976
Total income / additions
$4,487,207

Expenses & distributions

Benefits paid / distributions
$1,029,495
Total expenses
$1,136,741
Net increase / (decrease)
$3,350,466

Coverage

Total reported participants
997
Plans with financial statements
3
Plans with provider compensation
2

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Pendleton, 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 Pendleton, IN
PlanSponsorReported assets (EOY)Year
Gvc Mortgage 401(K) PlanGvc Mortgage Inc.$13,281,7552023
Magnequench International, Inc. Hourly Pension PlanNeo Magnequench Distribution, LLC$5,705,3722023
Mvp Dumpsters, Inc. 401(K) PlanMvp Dumpsters, Inc.$303,6632023
Gvc Mortgage, Inc. Health And Welfare PlanGvc Mortgage, Inc.not reported in the loaded dataset2023
Nutrition 101, Inc Life And Disability PlanNutrition 101, Incnot reported in the loaded dataset2023

Related Form 5500 pages