Princeton, 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, Princeton, IN has 5 loaded benefit plan(s) reported by 4 plan sponsor(s), with $20,585,150 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)
$20,585,150
Total reported liabilities (EOY)
$871,351
Total reported net assets (EOY)
$19,713,799

Contributions & income

Employer contributions
$130,651
Participant contributions
$896,214
Total income / additions
$4,125,566

Expenses & distributions

Benefits paid / distributions
$3,510,731
Total expenses
$3,615,230
Net increase / (decrease)
$510,336

Coverage

Total reported participants
1,311
Plans with financial statements
2
Plans with provider compensation
2

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Princeton, 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 Princeton, IN
PlanSponsorReported assets (EOY)Year
Dmi 401k Retirement PlanDmi Technology Corporation$20,215,0042023
Dx Enterprises, Inc. Employee Stock Ownership PlanDx Enterprises, Inc.$370,1462023
Wright Family Investment GroupWright Family Investment Group, Incnot reported in the loaded dataset2023
Millennium Steel Of Texas Employee Benefit PlansMillennium Steel Of Texas, Lpnot reported in the loaded dataset2023
Millenium Steel Of Texas Ancillary LinesMillennium Steel Of Texas, Lpnot reported in the loaded dataset2023

Related Form 5500 pages