Lee S Summit, 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, Lee S Summit, MO has 5 loaded benefit plan(s) reported by 5 plan sponsor(s), with $73,898,142 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)
- $73,898,142
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $73,898,142
Contributions & income
- Employer contributions
- $1,171,097
- Participant contributions
- $3,616,609
- Total income / additions
- $15,282,581
Expenses & distributions
- Benefits paid / distributions
- $10,593,547
- Total expenses
- $10,787,247
- Net increase / (decrease)
- $4,495,334
Coverage
- Total reported participants
- 2,064
- Plans with financial statements
- 5
- Plans with provider compensation
- 4
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Lee S Summit, 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 |
|---|---|---|---|
| John Knox Village Retirement Plan | John Knox Village | $30,104,137 | 2023 |
| Mckeever Enterprises, Inc. 401(K) Retirement Plan | Mckeever Enterprises, Inc. | $20,902,963 | 2023 |
| R & D Tool & Engineering Company Profit Sharing Plan And Trust | R & D Tool & Engineering Company | $17,558,032 | 2023 |
| Bob Sight Ford, Inc. Profit Sharing 401(K) Plan & Trust | Bob Sight Ford, Inc. | $5,297,790 | 2023 |
| Imans Pharmacy Inc 401(K) Plan | Imans Pharmacy Inc | $35,220 | 2023 |
Largest plans in Lee S Summit → · Lee S Summit plans by participants → · Lee S Summit plans with financial data → · Lee S Summit plans with provider compensation → · $1B+ plans in Lee S Summit →
Related Form 5500 pages
- All MO Form 5500 filings
- John Knox Village Retirement Plan (plan 001)
- John Knox Village — all reported plans
- Mckeever Enterprises, Inc. 401(K) Retirement Plan (plan 002)
- Mckeever Enterprises, Inc. — all reported plans
- R & D Tool & Engineering Company Profit Sharing Plan And Trust (plan 001)
- R & D Tool & Engineering Company — all reported plans
- Bob Sight Ford, Inc. Profit Sharing 401(K) Plan & Trust (plan 001)
- Bob Sight Ford, Inc. — all reported plans
- Imans Pharmacy Inc 401(K) Plan (plan 001)
- Imans Pharmacy Inc — all reported plans
- Methodology
- Data sources