Plan5500

Grand Lake, 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, Grand Lake, CO has 1 loaded benefit plan(s) reported by 1 plan sponsor(s), with $1,261,051 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
1
Plan sponsors
1
Latest filing year
2023

What stands out in Grand Lake

  • 1 loaded plans hold $1.3M in reported assets across 1 sponsors.
  • The largest, Grand Lake A-Ok, Inc. 401(K) Profit Sharing Plan, holds 100% of reported Grand Lake plan assets.
  • Plans cover 2 participants — about 2 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$1.3MSummed across loaded plans$1,261,051
Total reported assets$1.3M$1,261,051
Total reported participants2
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$1.3M total assets
Net assets$1.3MLiabilities$0
Contributions & income
Employer contributions$0
Participant contributions$0
Total income / additions$260K
Expenses & distributions
Benefits paid / distributions$0
Total expenses$0
Net increase / (decrease)$260K

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation0 / 1 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Grand Lake, 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

Grand Lake market comparison

Largest plan share of assets100%Grand Lake A-Ok, Inc. 401(K) Profit Sharing Plan
Participants per plan2Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Grand Lake

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

  1. 1
    Grand Lake A-Ok, Inc. 401(K) Profit Sharing Plan$1.3M
    Grand Lake A-Ok, Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Grand Lake, CO?
1 plan(s) reported by 1 sponsor(s) are loaded for Grand Lake, CO.

Related Form 5500 pages