Yankton, SD 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, Yankton, SD has 9 loaded benefit plan(s) reported by 6 plan sponsor(s), with $203,581,750 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
- 6
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $203,581,750
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $203,581,750
Contributions & income
- Employer contributions
- $6,433,187
- Participant contributions
- $5,614,647
- Total income / additions
- $42,945,678
Expenses & distributions
- Benefits paid / distributions
- $12,153,951
- Total expenses
- $12,381,274
- Net increase / (decrease)
- $30,564,404
Coverage
- Total reported participants
- 2,778
- Plans with financial statements
- 4
- Plans with provider compensation
- 4
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Yankton, SD 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
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Yankton Medical Clinic P.C. Profit Sharing Plan & Trust | Yankton Medical Clinic P.C. | $93,582,097 | 2023 |
| First Dakota Financial Corporation 401(K) Plan | First Dakota Financial Corporation | $78,978,630 | 2023 |
| Shur-Co, LLC 401(K) Plan | Shur-Co, LLC | $19,891,144 | 2023 |
| Lewis & Clark Behavioral Health Services, Inc. Safe Harbor 401(K) Plan | Lewis & Clark Behavioral Health Services, Inc. | $11,129,879 | 2023 |
| First Dakota National Bank Health And Welfare Plan | First Dakota National Bank | not reported in the loaded dataset | 2023 |
| Lewis Clark Behavioral Health | Lewis Clark Behavioral Health | not reported in the loaded dataset | 2023 |
| Applied Engineering Group Insurance Plan | Applied Engineering, Inc. | not reported in the loaded dataset | 2023 |
| Yankton Medical Clinic, P.C. Employee Benefits Plan | Yankton Medical Clinic, P.C. | not reported in the loaded dataset | 2023 |
| Shur-Co Employee Medical Dental Life And Disability Benefit Plan | Shur Company | not reported in the loaded dataset | 2023 |
Largest plans in Yankton → · Yankton plans by participants → · Yankton plans with financial data → · Yankton plans with provider compensation → · $1B+ plans in Yankton →
Related Form 5500 pages
- All SD Form 5500 filings
- Yankton Medical Clinic P.C. Profit Sharing Plan & Trust (plan 001)
- Yankton Medical Clinic P.C. — all reported plans
- First Dakota Financial Corporation 401(K) Plan (plan 002)
- First Dakota Financial Corporation — all reported plans
- Shur-Co, LLC 401(K) Plan (plan 001)
- Shur-Co, LLC — all reported plans
- Lewis & Clark Behavioral Health Services, Inc. Safe Harbor 401(K) Plan (plan 001)
- Lewis & Clark Behavioral Health Services, Inc. — all reported plans
- First Dakota National Bank Health And Welfare Plan (plan 502)
- First Dakota National Bank — all reported plans
- Lewis Clark Behavioral Health (plan 501)
- Applied Engineering Group Insurance Plan (plan 501)
- Applied Engineering, Inc. — all reported plans
- Yankton Medical Clinic, P.C. Employee Benefits Plan (plan 501)
- Shur-Co Employee Medical Dental Life And Disability Benefit Plan (plan 501)
- Methodology
- Data sources