How many Form 5500 benefit plans are loaded for Buffalo Center, IA?

1 plan(s) reported by 1 sponsor(s) are loaded for Buffalo Center, IA.

Buffalo Center, IA 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, Buffalo Center, IA has 1 loaded benefit plan(s) reported by 1 plan sponsor(s), with $66,392,054 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 Buffalo Center

1 loaded plans hold $66.4M in reported assets across 1 sponsors.
The largest, Koss-Winn Bancshares, Inc. Employee Stock Ownership Plan With 401(K) Provisions, holds 100% of reported Buffalo Center plan assets.
Plans cover 73 participants — about 73 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$64MSummed across loaded plans$64,038,286

Total reported assets$66.4M$66,392,054

Total reported participants73

Total reported liabilities$2.4M$2,353,768

Reported net position

Reported assets = net assets + liabilities (summed)$66.4M total assets

Net assets$64MLiabilities$2.4M

Contributions & income

Employer contributions$281.1K

Participant contributions$463.1K

Total income / additions$5.5M

Expenses & distributions

Benefits paid / distributions$4.5M

Total expenses$4.6M

Net increase / (decrease)$894.7K

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 Buffalo Center, IA 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

Buffalo Center market comparison

Largest plan share of assets100%Koss-Winn Bancshares, Inc. Employee Stock Ownership Plan With 401(K) Provisions

Participants per plan73Average across loaded plans

Plan sponsors1

Ranked by reported assets

Largest loaded plans in Buffalo Center

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

1
Koss-Winn Bancshares, Inc. Employee Stock Ownership Plan With 401(K) Provisions$66.4M
Koss-Winn Bancshares, Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Buffalo Center, IA?: 1 plan(s) reported by 1 sponsor(s) are loaded for Buffalo Center, IA.