Plan5500

Bella Vista, AR 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, Bella Vista, AR has 7 loaded benefit plan(s) reported by 7 plan sponsor(s), with $16,045,966 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
7
Plan sponsors
7
Latest filing year
2023

What stands out in Bella Vista

  • 7 loaded plans hold $16M in reported assets across 7 sponsors.
  • The largest, Bella Vista Village Property Owners Association 401(K), holds 67% of reported Bella Vista plan assets.
  • Plans cover 445 participants — about 64 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • 14% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$16MSummed across loaded plans$16,045,966
Total reported assets$16M$16,045,966
Total reported participants445
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$16M total assets
Net assets$16MLiabilities$0
Contributions & income
Employer contributions$631.5K
Participant contributions$845.4K
Total income / additions$6.6M
Expenses & distributions
Benefits paid / distributions$1.8M
Total expenses$1.8M
Net increase / (decrease)$4.8M

Data coverage

Plans with financial statements7 / 7 (100%)
Plans with provider compensation1 / 7 (14%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Bella Vista, AR 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.

Computed from loaded plans

Bella Vista market comparison

Largest plan share of assets67%Bella Vista Village Property Owners Association 401(K)
Participants per plan64Average across loaded plans
Plan sponsors7
Ranked by reported assets

Largest loaded plans in Bella Vista

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Bella Vista Village Property Owners Association 401(K)$10.7M
    Bella Vista Village Property · 2023
  2. 2
    D&C White Logistics 401k$4M
    D&C White Logistics, Inc. · 2023
  3. 3
    Vacation Rentals, Inc. Employee Stock Ownership Plan$486.1K
    Vacation Rentals, Inc. · 2023
  4. 4
    Krm Care Solutions, Inc. 401(K) Profit Sharing Plan$370K
    Krm Care Solutions, Inc. · 2023
  5. 5
    American Commercial Carpentry Inc Money Purchase Plan$229.4K
    American Commercial Carpentry, Inc. · 2023
  6. 6
    Lever Services Inc. Retirement Plan$186.1K
    Lever Services Inc. · 2023
  7. 7
    Proverbs 16 3 Investments, Inc. 401k Profit Sharing Plan$34.3K
    Proverbs 16 3 Investments, Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Bella Vista, AR?
7 plan(s) reported by 7 sponsor(s) are loaded for Bella Vista, AR.

Related Form 5500 pages