Ellisville, MO 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, Ellisville, MO has 7 loaded benefit plan(s) reported by 7 plan sponsor(s), with $31,925,548 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
7
Plan sponsors
7
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$31,925,548
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$31,925,548

Contributions & income

Employer contributions
$169,474
Participant contributions
$2,343,504
Total income / additions
$8,497,342

Expenses & distributions

Benefits paid / distributions
$2,018,052
Total expenses
$2,091,848
Net increase / (decrease)
$6,405,494

Coverage

Total reported participants
613
Plans with financial statements
7
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Ellisville, MO 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 Ellisville, MO
PlanSponsorReported assets (EOY)Year
Bommarito Automotive Group 401(K) Retirement PlanFrank Bommarito Oldsmobile, Inc.$27,438,7912023
Freereign Enterprises Retirement PlanFreereign Enterprises, Inc.$2,432,1372023
T2 Tranquility Holdings Corp. Retirement PlanT2 Tranquility Holdings Corp.$949,9342023
Ak Excellent Adventures, Inc. 401(K) PlanAk Excellent Adventures, Inc.$709,0632023
Sanborn Financial Services, Inc. Retirement PlanSanborn Financial Services, Inc.$350,0462023
Pfe, Inc. 401(K) Profit Sharing PlanPfe, Inc.$45,5772023
Center Street Senior Living Corporation 401(K) PlanCenter Street Senior Living Corporation$02023

Related Form 5500 pages