Zionsville, 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, Zionsville, IN has 19 loaded benefit plan(s) reported by 16 plan sponsor(s), with $162,425,270 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 19
- Plan sponsors
- 16
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $162,425,270
- Total reported liabilities (EOY)
- $2,091,151
- Total reported net assets (EOY)
- $160,330,974
Contributions & income
- Employer contributions
- $8,612,265
- Participant contributions
- $16,192,442
- Total income / additions
- $55,199,888
Expenses & distributions
- Benefits paid / distributions
- $11,844,323
- Total expenses
- $12,697,799
- Net increase / (decrease)
- $42,502,089
Coverage
- Total reported participants
- 7,620
- Plans with financial statements
- 17
- Plans with provider compensation
- 5
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Zionsville, 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 |
|---|---|---|---|
| Group 1001 401(K) Savings Plan | Group 1001 Resources LLC | $134,157,094 | 2023 |
| Lids 401(K) Salary Deferral Plan | Lids Holdings Inc. | $10,379,272 | 2023 |
| Remco Products 401(K) And Profit Sharing Plan | Remco Products Corporation | $4,201,382 | 2023 |
| Dart Controls, Inc. 401(K) Profit Sharing Plan | Dart Controls, Inc. | $3,794,149 | 2023 |
| D. K. Pierce & Associates, Inc. Employee Stock Ownership Plan | D.K. Pierce & Associates, Inc. | $2,104,010 | 2023 |
| Pearson Ford, Inc. 401(K) Plan | Pearson Ford, Inc. | $2,103,793 | 2023 |
| Jamt 401k | Jam 6 Team Inc. | $1,849,747 | 2023 |
| Hopkins And Woods Incorporated 401(K) Plan | Hopkins And Woods Incorporated | $1,061,519 | 2023 |
| Humston Machinery Inc 401(K) Profit Sharing Plan | Humston Machinery, Inc. | $927,433 | 2023 |
| Afi Acquisition, Inc. Retirement Plan | Afi Acquisition, Inc. | $798,718 | 2023 |
| Robser Inc 401(K) Plan | Robser Inc | $522,156 | 2023 |
| Nobles Enterprises, Inc. 401k Profit Sharing Plan | Nobles Enterprises, Inc. | $357,306 | 2023 |
| Pnm Coaching And Consulting, Inc. 401k Profit Sharing Plan | Pnm Coaching And Consulting, Inc. | $84,092 | 2023 |
| 1r Enterprises Incorporated 401(K) Plan | 1r Enterprises Incorporated | $36,814 | 2023 |
| Noosa Enterprises Inc 401(K) Plan | Noosa Enterprises Inc | $23,283 | 2023 |
| Pearson Ford, Inc. Health Benefit Trust | Pearson Ford, Inc. | $23,281 | 2023 |
| Gentech Associates, Inc. Employee Benefit Plan | Gentech Associates, Inc. | $1,221 | 2023 |
| Group 1001 Resources, LLC Health & Welfare Benefits Plan | Group 1001 Resources, LLC | not reported in the loaded dataset | 2023 |
| Gentech Associates, Inc. Group Insurance Plan (502) | Gentech Associates, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Zionsville → · Zionsville plans by participants → · Zionsville plans with financial data → · Zionsville plans with provider compensation → · $1B+ plans in Zionsville →
Related Form 5500 pages
- All IN Form 5500 filings
- Group 1001 401(K) Savings Plan (plan 001)
- Group 1001 Resources LLC — all reported plans
- Lids 401(K) Salary Deferral Plan (plan 001)
- Lids Holdings Inc. — all reported plans
- Remco Products 401(K) And Profit Sharing Plan (plan 001)
- Remco Products Corporation — all reported plans
- Dart Controls, Inc. 401(K) Profit Sharing Plan (plan 001)
- Dart Controls, Inc. — all reported plans
- D. K. Pierce & Associates, Inc. Employee Stock Ownership Plan (plan 002)
- D.K. Pierce & Associates, Inc. — all reported plans
- Pearson Ford, Inc. 401(K) Plan (plan 001)
- Pearson Ford, Inc. — all reported plans
- Jamt 401k (plan 001)
- Jam 6 Team Inc. — all reported plans
- Hopkins And Woods Incorporated 401(K) Plan (plan 001)
- Hopkins And Woods Incorporated — all reported plans
- Humston Machinery Inc 401(K) Profit Sharing Plan (plan 001)
- Humston Machinery, Inc. — all reported plans
- Afi Acquisition, Inc. Retirement Plan (plan 001)
- Afi Acquisition, Inc. — all reported plans
- Robser Inc 401(K) Plan (plan 001)
- Robser Inc — all reported plans
- Nobles Enterprises, Inc. 401k Profit Sharing Plan (plan 001)
- Nobles Enterprises, Inc. — all reported plans
- Pnm Coaching And Consulting, Inc. 401k Profit Sharing Plan (plan 001)
- Pnm Coaching And Consulting, Inc. — all reported plans
- 1r Enterprises Incorporated 401(K) Plan (plan 001)
- 1r Enterprises Incorporated — all reported plans
- Noosa Enterprises Inc 401(K) Plan (plan 001)
- Noosa Enterprises Inc — all reported plans
- Methodology
- Data sources