Ogallala, 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, Ogallala, NE has 2 loaded benefit plan(s) reported by 2 plan sponsor(s), with $38,497,720 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)
$38,497,720
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$38,497,720

Contributions & income

Employer contributions
$708,946
Participant contributions
$1,542,797
Total income / additions
$8,232,664

Expenses & distributions

Benefits paid / distributions
$3,063,949
Total expenses
$3,212,797
Net increase / (decrease)
$5,019,867

Coverage

Total reported participants
396
Plans with financial statements
2
Plans with provider compensation
2

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Ogallala, 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 Ogallala, NE
PlanSponsorReported assets (EOY)Year
Adams Bank & Trust 401(K) PlanAdams Bank & Trust$31,080,1682023
American Shizuki Corporation Retirement Savings PlanAmerican Shizuki Corporation$7,417,5522023

Related Form 5500 pages