Plan5500

Winona, 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, Winona, MO has 2 loaded benefit plan(s) reported by 2 plan sponsor(s), with $1,731,028 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
2
Plan sponsors
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$1,731,028
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$1,731,028

Contributions & income

Employer contributions
$166,033
Participant contributions
$104,189
Total income / additions
$494,699

Expenses & distributions

Benefits paid / distributions
$132,394
Total expenses
$132,879
Net increase / (decrease)
$361,820

Coverage

Total reported participants
370
Plans with financial statements
1
Plans with provider compensation
2

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Winona, 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 Winona, MO
PlanSponsorReported assets (EOY)Year
South Central Missouri Community Action Agency 401(K) Profit Sharing PlanSouth Central Missouri Community Action Agency$1,731,0282023
South Central Missouri Community Action Agency Employee Benefits PlanSouth Central Missouri Community Action Agencynot reported in the loaded dataset2023

Largest plans in Winona → · Winona plans by participants → · Winona plans with financial data → · Winona plans with provider compensation → · $1B+ plans in Winona →

Related Form 5500 pages