Troy, 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, Troy, MO has 13 loaded benefit plan(s) reported by 7 plan sponsor(s), with $48,763,219 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
13
Plan sponsors
7
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$48,763,219
Total reported liabilities (EOY)
$27,687
Total reported net assets (EOY)
$48,735,532

Contributions & income

Employer contributions
$1,319,265
Participant contributions
$1,681,559
Total income / additions
$11,742,336

Expenses & distributions

Benefits paid / distributions
$5,354,190
Total expenses
$5,805,211
Net increase / (decrease)
$5,937,125

Coverage

Total reported participants
3,224
Plans with financial statements
8
Plans with provider compensation
6

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Troy, 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 Troy, MO
PlanSponsorReported assets (EOY)Year
Lincoln County Bancorp, Inc. Profit Sharing PlanLincoln County Bancorp, Inc.$25,215,0952023
Lincoln County Bancorp, Inc. Employee Stock Ownership PlanLincoln County Bancorp, Inc$12,049,4892023
Witte Brothers Exchange, Inc. 401k Profit Sharing PlanWitte Brothers Exchange, Inc.$9,101,4992023
Moran Welding, Inc. Dba Brooks Brothers Trailers 401(K) Profit Sharing PlanMoran Welding, Inc.$1,378,3472023
Swafford-Kientzy Machine And Fabrication Inc. Retirement PlanSwafford-Kientzy Machine And Fabrication Inc.$999,4642023
Tahoe Vista, Inc. 401(K) PlanTahoe Vista, Inc.$19,3252023
Gerald R Ledoux Dds Pc Profit Sharing PlanGerald R Ledoux Dds Pc$02023
Bodine Aluminum, Inc. Pension PlanToyota Motor Manufacturing, Missouri, Inc.$02023
Lincoln County Bancorp Dental PlanLincoln County Bancorpnot reported in the loaded dataset2023
Witte Brothers Exchange, Inc. Dental PlanWitte Brothers Exchange, Inc.not reported in the loaded dataset2023
Witte Brothers Exchange, Inc. Medical PlanWitte Brothers Exchange, Inc.not reported in the loaded dataset2023
Witte Brothers Exchange, Inc. Life And Disability PlanWitte Brothers Exchange, Inc.not reported in the loaded dataset2023
Lincoln County Bancorp Health Insurance PlanLincoln County Bancorpnot reported in the loaded dataset2023

Related Form 5500 pages