Plan5500

Estes Park, 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, Estes Park, CO has 6 loaded benefit plan(s) reported by 6 plan sponsor(s), with $3,660,648 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
6
Plan sponsors
6
Latest filing year
2023

What stands out in Estes Park

  • 6 loaded plans hold $3.7M in reported assets across 6 sponsors.
  • The largest, Harmony Foundation, Inc. 401(K) Plan, holds 62% of reported Estes Park plan assets.
  • Plans cover 183 participants — about 31 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • 17% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$3.7MSummed across loaded plans$3,660,648
Total reported assets$3.7M$3,660,648
Total reported participants183
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$3.7M total assets
Net assets$3.7MLiabilities$0
Contributions & income
Employer contributions$90.2K
Participant contributions$213.8K
Total income / additions$188K
Expenses & distributions
Benefits paid / distributions$621.7K
Total expenses$656K
Net increase / (decrease)-$467.9K

Data coverage

Plans with financial statements6 / 6 (100%)
Plans with provider compensation1 / 6 (17%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Estes Park, 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.

Computed from loaded plans

Estes Park market comparison

Largest plan share of assets62%Harmony Foundation, Inc. 401(K) Plan
Participants per plan31Average across loaded plans
Plan sponsors6
Ranked by reported assets

Largest loaded plans in Estes Park

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

  1. 1
    Harmony Foundation, Inc. 401(K) Plan$2.3M
    Harmony Foundation, Inc. · 2023
  2. 2
    Estes Enterprises, Inc. 401(K) Plan$513.4K
    Estes Enterprises, Inc. · 2023
  3. 3
    Sun365, Inc. 401(K) Plan$394.2K
    Sun365, Inc. · 2023
  4. 4
    Sitting Elk Hospitality Inc. 401(K) Plan$223.5K
    Sitting Elk Hospitality Inc. · 2023
  5. 5
    Chocolate Mike'S, Inc. Retirement Plan$175K
    Chocolate Mike'S, Inc. · 2023
  6. 6
    Cheery Chillers Truck Corp. Retirement Plan$82.5K
    Cheery Chillers Truck Corp. · 2023

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

Related Form 5500 pages