Durango, CO 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, Durango, CO has 42 loaded benefit plan(s) reported by 27 plan sponsor(s), with $211,291,482 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
42
Plan sponsors
27
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$211,291,482
Total reported liabilities (EOY)
$24,232,395
Total reported net assets (EOY)
$187,059,087

Contributions & income

Employer contributions
$6,776,307
Participant contributions
$11,446,473
Total income / additions
$46,279,180

Expenses & distributions

Benefits paid / distributions
$15,009,941
Total expenses
$16,503,641
Net increase / (decrease)
$29,775,539

Coverage

Total reported participants
5,700
Plans with financial statements
27
Plans with provider compensation
12

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Durango, CO 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 Durango, CO
PlanSponsorReported assets (EOY)Year
Stoneage Employee Stock Ownership PlanStoneage Holdings, Inc.$39,506,1842023
La Plata Electric Association, Inc. Retirement Savings PlanLa Plata Electric Association, Inc.$35,300,1312023
Axis Health System 401(K) PlanSouthwest Colorado Mental Health Center, Inc. Dba Axis Health System$21,315,3562023
Stoneage 401(K) Retirement PlanStoneage, Inc.$17,025,4742023
Stoneage 401(K) Retirement PlanStoneage, Inc.$17,025,4742023
Maynes, Bradford, Shipps And Sheftel, Llp Retirement Savings PlanMaynes, Bradford, Shipps And Sheftel, Llp$13,217,9752023
Ikav Energy Inc. 401(K) PlanIkav Energy Inc.$12,351,6192023
Rocky Mountain Chocolate Factory, Inc. 401(K) PlanRocky Mountain Chocolate Factory$10,230,4952023
Mountain Capital Partners 401k PlanMountain Capital Partners, LLC$8,431,5702023
Animas Surgical Hospital, LLC 401k Plan & TrustAnimas Surgical Hospital, LLC$8,290,5342023
American Heritage Railways 401(K) PlanAmerican Heritage Railways, Inc.$7,218,8562023
Open Sky Wilderness 401(K) PlanAcf Enterprises, LLC$3,799,1222023
Ballantine Communications, Inc. 401(K) PlanBallantine Communications, Inc.$3,064,0462023
Software Testing Solutions, LLC 401(K) PlanSoftware Testing Solutions, LLC$2,869,8572023
Conservation Legacy 403(B) Retirement PlanConservation Legacy$2,096,3042023
Durango Dental Ceramics 401(K)Profit SharingDurango Dental Ceramics, Inc.$1,875,5712023
Mineral Creek Corp. 401(K) PlanMineral Creek Corp.$1,874,2472023
Glacier Management Associates, LLC 401(K) PlanGlacier Management Associates, LLC$1,737,4562023
Tile & Light Art Of Durango Inc. Retirement PlanTile & Light Art Of Durango Inc.$1,600,0002023
Curtis L. Powers-Ackley, P.C. Employees' 401(K) Profit Sharing PlanCurtis L. Powers-Ackley, P.C.$1,159,9602023
Paddy O'Furniture Corp. 401(K) PlanPaddy O'Furniture Corp.$430,3772023
Zin Snob Inc. Retirement PlanZin Snob Inc.$288,5942023
Barrett Mcginley, Inc. Profit Sharing PlanBarrett Mcginley, Inc.$244,0002023
Southwest Colorado Restoration Services, Inc. 401(K) PlanSouthwest Colorado Restoration Services, Inc.$242,1302023
Purple Dragonfly Inc 401k PlanPurple Dragonfly Inc.$79,0342023

Related Form 5500 pages