Whitestown, 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, Whitestown, IN has 8 loaded benefit plan(s) reported by 7 plan sponsor(s), with $192,368,629 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 8
- Plan sponsors
- 7
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $192,368,629
- Total reported liabilities (EOY)
- $11,046,014
- Total reported net assets (EOY)
- $181,322,615
Contributions & income
- Employer contributions
- $6,369,126
- Participant contributions
- $7,613,642
- Total income / additions
- $36,950,066
Expenses & distributions
- Benefits paid / distributions
- $11,322,312
- Total expenses
- $11,998,215
- Net increase / (decrease)
- $24,951,851
Coverage
- Total reported participants
- 2,542
- Plans with financial statements
- 7
- Plans with provider compensation
- 4
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Whitestown, 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 |
|---|---|---|---|
| Weaver Employee 401(K) Plan | Weaver Popcorn Manufacturing, LLC. | $79,090,913 | 2023 |
| Indiana Industrial Services Employee Stock Ownership Plan | Jb Cunningham, Inc. | $36,651,053 | 2023 |
| Polymer Technology Systems, Inc. 401(K) Profit Sharing Plan | Polymer Technology Systems, Inc. | $22,040,021 | 2023 |
| Valenti-Held Contractor/Developer, Inc. Employee Stock Ownership Plan | Valenti-Held Contractor/Developer, Inc. | $20,681,592 | 2023 |
| Tf Publishing Employee Stock Ownership Plan | Tfi, Inc. D/B/A Tf Publishing | $18,728,896 | 2023 |
| Delco & Ferraro Of Indiana LLC Employees' Profit Sharing Plan | Delco & Ferraro Of Indiana LLC | $13,913,736 | 2023 |
| Facility Concepts, Inc. 401(K) Plan | Facility Concepts, Inc. | $1,262,418 | 2023 |
| Polymer Technology Systems, Inc. Welfare Benefits Plan | Polymer Technology Systems, Inc | not reported in the loaded dataset | 2023 |
Largest plans in Whitestown → · Whitestown plans by participants → · Whitestown plans with financial data → · Whitestown plans with provider compensation → · $1B+ plans in Whitestown →
Related Form 5500 pages
- All IN Form 5500 filings
- Weaver Employee 401(K) Plan (plan 002)
- Weaver Popcorn Manufacturing, LLC. — all reported plans
- Indiana Industrial Services Employee Stock Ownership Plan (plan 001)
- Jb Cunningham, Inc. — all reported plans
- Polymer Technology Systems, Inc. 401(K) Profit Sharing Plan (plan 001)
- Polymer Technology Systems, Inc. — all reported plans
- Valenti-Held Contractor/Developer, Inc. Employee Stock Ownership Plan (plan 002)
- Valenti-Held Contractor/Developer, Inc. — all reported plans
- Tf Publishing Employee Stock Ownership Plan (plan 002)
- Tfi, Inc. D/B/A Tf Publishing — all reported plans
- Delco & Ferraro Of Indiana LLC Employees' Profit Sharing Plan (plan 002)
- Delco & Ferraro Of Indiana LLC — all reported plans
- Facility Concepts, Inc. 401(K) Plan (plan 002)
- Facility Concepts, Inc. — all reported plans
- Polymer Technology Systems, Inc. Welfare Benefits Plan (plan 501)
- Methodology
- Data sources