Cozad, NE 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, Cozad, NE has 9 loaded benefit plan(s) reported by 4 plan sponsor(s), with $47,479,357 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
9
Plan sponsors
4
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$47,479,357
Total reported liabilities (EOY)
$10,080
Total reported net assets (EOY)
$47,469,277

Contributions & income

Employer contributions
$867,416
Participant contributions
$1,767,597
Total income / additions
$9,727,484

Expenses & distributions

Benefits paid / distributions
$2,915,342
Total expenses
$3,064,319
Net increase / (decrease)
$6,663,165

Coverage

Total reported participants
1,585
Plans with financial statements
4
Plans with provider compensation
5

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Cozad, NE 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 Cozad, NE
PlanSponsorReported assets (EOY)Year
C.S.B. Co. 401(K) PlanC.S.B. Co.$22,065,6542023
Paulsen, Inc. 401(K) Profit Sharing PlanPaulsen, Inc.$12,623,9932023
Vvs, Inc. Retirement Savings PlanVvs, Inc.$7,579,5282023
Nebraska Plastics, Inc. 401k PlanNebraska Plastics, Inc.$5,210,1822023
Nebraska Plastics, Inc. Life And Ltd PlanNebraska Plastics, Inc.not reported in the loaded dataset2023
Vvs, Inc. Employee Health Protection PlanVvs, Inc.not reported in the loaded dataset2023
Nebraska Plastics, Inc. Health Insurance PlanNebraska Plastics, Inc.not reported in the loaded dataset2023
Paulsen, Inc. Cafeteria PlanPaulsen, Inc.not reported in the loaded dataset2023
Nebraska Plastics, Inc. Std PlanNebraska Plastics, Inc.not reported in the loaded dataset2023

Related Form 5500 pages