Laporte, 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, Laporte, CO has 4 loaded benefit plan(s) reported by 2 plan sponsor(s), with $5,382,485 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
4
Plan sponsors
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$5,382,485
Total reported liabilities (EOY)
$1,353,816
Total reported net assets (EOY)
$4,028,669

Contributions & income

Employer contributions
$91,418
Participant contributions
$214,921
Total income / additions
$711,145

Expenses & distributions

Benefits paid / distributions
$314,321
Total expenses
$366,975
Net increase / (decrease)
$344,170

Coverage

Total reported participants
1,029
Plans with financial statements
3
Plans with provider compensation
2

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Laporte, 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 Laporte, CO
PlanSponsorReported assets (EOY)Year
Jax Inc 401(K) Profit Sharing Plan And TrustJax Inc$3,844,0352023
Falcon Ranch Retirement PlanFalcon Ranch Inc.$1,318,0252023
Jax Mercantile Co. Employee Stock Ownership PlanJax, Inc.$220,4252023
Jax Inc Wrap PlanJax Incnot reported in the loaded dataset2023

Related Form 5500 pages