Lake George, 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, Lake George, CO has 1 loaded benefit plan(s) reported by 1 plan sponsor(s), with $333,681 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 Lake George

  • 1 loaded plans hold $333.7K in reported assets across 1 sponsors.
  • The largest, Hitchin' Post Trailer & Tractor Sales Inc. Retirement Plan, holds 100% of reported Lake George plan assets.
  • Plans cover 6 participants — about 6 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$333.7KSummed across loaded plans$333,681
Total reported assets$333.7K$333,681
Total reported participants6
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$333.7K total assets
Net assets$333.7KLiabilities
Contributions & income
Employer contributionsNot reported
Participant contributions$1K
Total income / additions$52.1K
Expenses & distributions
Benefits paid / distributions$4.6K
Total expenses$4.6K
Net increase / (decrease)$47.5K

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 Lake George, 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

Lake George market comparison

Largest plan share of assets100%Hitchin' Post Trailer & Tractor Sales Inc. Retirement Plan
Participants per plan6Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Lake George

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

  1. 1
    Hitchin' Post Trailer & Tractor Sales Inc. · 2023

What to inspect next

Frequently asked questions

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

Related Form 5500 pages