Clear Lake, 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, Clear Lake, IA has 13 loaded benefit plan(s) reported by 6 plan sponsor(s), with $75,823,168 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
13
Plan sponsors
6
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$75,823,168
Total reported liabilities (EOY)
$6,063,654
Total reported net assets (EOY)
$69,759,514

Contributions & income

Employer contributions
$1,860,177
Participant contributions
$4,639,163
Total income / additions
$21,134,069

Expenses & distributions

Benefits paid / distributions
$4,414,397
Total expenses
$4,731,621
Net increase / (decrease)
$16,402,448

Coverage

Total reported participants
2,812
Plans with financial statements
6
Plans with provider compensation
4

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

Largest loaded plans by reported assets

Largest loaded plans in Clear Lake, IA
PlanSponsorReported assets (EOY)Year
Kingland Systems, LLC 401(K) PlanKingland Systems, LLC$25,817,3352023
Dean Snyder Construction Co. Retirement PlanDean Snyder Construction Co.$17,298,0562023
Dean Snyder Construction Employee Stock Ownership PlanDean Snyder Construction Co$13,676,2012023
Handicap Village D/B/A One Vision 401(K) Retirement Savings PlanHandicap Village Dba One Vision$9,392,0752023
Pritchard Auto Group 401(K) PlanPritchard Auto Company$9,254,2902023
Schill Shack 401kSchill Shack Ltd.$385,2112023
Kingland Systems, LLC Employee Benefits PlanKingland Systems, LLCnot reported in the loaded dataset2023
Opportunity Village Vision PlanHandicap Villagenot reported in the loaded dataset2023
Handicap Village Group Health Insurance PlanHandicap Villagenot reported in the loaded dataset2023
Handicap Village Group Term Life Insurance PlanHandicap Villagenot reported in the loaded dataset2023
Opportunity Village Dental PlanHandicap Villagenot reported in the loaded dataset2023
Pni Companies Health And Welfare PlanPni LLCnot reported in the loaded dataset2023
Dean Snyder Construction Wrap PlanDean Snyder Construction Companynot reported in the loaded dataset2023

Related Form 5500 pages