Plan5500

South Fork, 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, South Fork, CO has 6 loaded benefit plan(s) reported by 6 plan sponsor(s), with $3,376,300 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 South Fork

  • 6 loaded plans hold $3.4M in reported assets across 6 sponsors.
  • The largest, Point Commerce,Inc. Profit Sharing Plan, holds 72% of reported South Fork plan assets.
  • Plans cover 27 participants — about 5 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$3.4MSummed across loaded plans$3,376,300
Total reported assets$3.4M$3,376,300
Total reported participants27
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$3.4M total assets
Net assets$3.4MLiabilities$0
Contributions & income
Employer contributions$16.5K
Participant contributions$0
Total income / additions-$675K
Expenses & distributions
Benefits paid / distributions$0
Total expenses$4.7K
Net increase / (decrease)-$679.7K

Data coverage

Plans with financial statements6 / 6 (100%)
Plans with provider compensation0 / 6 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for South Fork, 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

South Fork market comparison

Largest plan share of assets72%Point Commerce,Inc. Profit Sharing Plan
Participants per plan5Average across loaded plans
Plan sponsors6
Ranked by reported assets

Largest loaded plans in South Fork

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

  1. 1
    Point Commerce,Inc. Profit Sharing Plan$2.4M
    Point Commerce, Inc. · 2023
  2. 2
    Gmci 401k$442K
    Gods Mountain Country Inc. · 2023
  3. 3
    Mountain Valley Inc. 401(K) Plan$208.4K
    Mountain Valley Inc. · 2023
  4. 4
    Stickens Family Investments, Inc. 401(K) Plan$182.8K
    Stickens Family Investments, Inc. · 2023
  5. 5
    Pohl Enterprises, Inc. 401(K) Plan$96.9K
    Pohl Enterprises, Inc. · 2023
  6. 6
    Cross Family Investments Corp. 401(K) Plan$0
    Cross Family Investments Corp. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for South Fork, CO?
6 plan(s) reported by 6 sponsor(s) are loaded for South Fork, CO.

Related Form 5500 pages