Marshall, 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, Marshall, MO has 11 loaded benefit plan(s) reported by 7 plan sponsor(s), with $57,816,735 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
11
Plan sponsors
7
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$57,816,735
Total reported liabilities (EOY)
$71,243
Total reported net assets (EOY)
$57,745,492

Contributions & income

Employer contributions
$781,600
Participant contributions
$2,656,891
Total income / additions
$10,539,579

Expenses & distributions

Benefits paid / distributions
$4,676,816
Total expenses
$4,877,998
Net increase / (decrease)
$5,661,581

Coverage

Total reported participants
2,306
Plans with financial statements
7
Plans with provider compensation
4

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Marshall, 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 Marshall, MO
PlanSponsorReported assets (EOY)Year
Wood & Huston Bancorporation, Inc. 401(K) PlanWood & Huston Bancorporation, Inc.$17,898,4192023
Missouri Valley College 403(B) Dc PlanMissouri Valley College$16,397,6602023
John Fitzgibbon Memorial Hospital Section 403b Retirement PlanJohn Fitzgibbon Memorial Hospital Inc.$15,326,8052023
403(B) Thrift Plan Of Missouri Valley Community Action AgencyMissouri Valley Community Action Agency$3,772,3762023
W. B. Young Co., Inc. Employee Stock Ownership PlanW. B. Young Co., Inc.$3,548,5902023
Wright Dental LLC 401k PsWright Dental LLC$667,3092023
Leaning Side, Inc. 401(K) PlanLeaning Side, Inc.$205,5762023
Missouri Valley College Health And Welfare PlanMissouri Valley Collegenot reported in the loaded dataset2023
Wood & Huston Bank Employee Benefits PlanWood & Huston Bancorporationnot reported in the loaded dataset2023
John Fitzgibbon Memorial Hospital Group Health Insurance PlanJohn Fitzgibbon Memorial Hospital, Incnot reported in the loaded dataset2023
Missouri Valley Community Action Agency Employee Benefits PlanMissouri Valley Community Action Agencynot reported in the loaded dataset2023

Related Form 5500 pages