Excelsior Springs, 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, Excelsior Springs, MO has 5 loaded benefit plan(s) reported by 5 plan sponsor(s), with $303,241 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
- 5
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $303,241
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $303,241
Contributions & income
- Employer contributions
- $9,222
- Participant contributions
- $78,280
- Total income / additions
- -$300,169
Expenses & distributions
- Benefits paid / distributions
- $21,790
- Total expenses
- $30,729
- Net increase / (decrease)
- -$330,898
Coverage
- Total reported participants
- 439
- Plans with financial statements
- 2
- Plans with provider compensation
- 1
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Excelsior Springs, 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
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Select Fleet Transportation, Inc. 401(K) Plan | Select Fleet Transportation, Inc. | $256,643 | 2023 |
| Pj & Sons Enterprises Corp. 401(K) Profit Sharing Plan | Pj & Sons Enterprises Corp. | $46,598 | 2023 |
| Waller Truck Company Employee Benefits Plan | Waller Truck Company | not reported in the loaded dataset | 2023 |
| Excelsior Springs City Hospital Welfare Benefit Plan | Excelsior Springs City Hospital | not reported in the loaded dataset | 2023 |
| Lawn & Garden, LLC Benefits Plan | Lawn & Garden, LLC | not reported in the loaded dataset | 2023 |
Largest plans in Excelsior Springs → · Excelsior Springs plans by participants → · Excelsior Springs plans with financial data → · Excelsior Springs plans with provider compensation → · $1B+ plans in Excelsior Springs →
Related Form 5500 pages
- All MO Form 5500 filings
- Select Fleet Transportation, Inc. 401(K) Plan (plan 001)
- Select Fleet Transportation, Inc. — all reported plans
- Pj & Sons Enterprises Corp. 401(K) Profit Sharing Plan (plan 001)
- Pj & Sons Enterprises Corp. — all reported plans
- Waller Truck Company Employee Benefits Plan (plan 501)
- Waller Truck Company — all reported plans
- Excelsior Springs City Hospital Welfare Benefit Plan (plan 505)
- Excelsior Springs City Hospital — all reported plans
- Lawn & Garden, LLC Benefits Plan (plan 501)
- Lawn & Garden, LLC — all reported plans
- Methodology
- Data sources