Plan5500

Fort Madison, 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, Fort Madison, IA has 3 loaded benefit plan(s) reported by 3 plan sponsor(s), with $13,094,848 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
3
Plan sponsors
3
Latest filing year
2023

What stands out in Fort Madison

  • 3 loaded plans hold $13.1M in reported assets across 3 sponsors.
  • The largest, Connection Bank 401(K) Profit Sharing Plan, holds 42% of reported Fort Madison plan assets.
  • Plans cover 207 participants — about 69 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$13.1MSummed across loaded plans$13,094,848
Total reported assets$13.1M$13,094,848
Total reported participants207
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$13.1M total assets
Net assets$13.1MLiabilities$0
Contributions & income
Employer contributions$388.5K
Participant contributions$734.3K
Total income / additions$3M
Expenses & distributions
Benefits paid / distributions$2.4M
Total expenses$2.4M
Net increase / (decrease)$529.9K

Data coverage

Plans with financial statements3 / 3 (100%)
Plans with provider compensation0 / 3 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Fort Madison, 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

Fort Madison market comparison

Largest plan share of assets42%Connection Bank 401(K) Profit Sharing Plan
Participants per plan69Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in Fort Madison

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

  1. 1
    Connection Bank 401(K) Profit Sharing Plan$5.5M
    Connection Bank · 2023
  2. 2
    Huffman Welding & Machine, Inc. 401(K) Plan$3.9M
    Huffman Welding & Machine, Inc. · 2023
  3. 3
    Jim Baier, Inc. 401(K) Profit Sharing Plan And Trust$3.7M
    Jim Baier, Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Fort Madison, IA?
3 plan(s) reported by 3 sponsor(s) are loaded for Fort Madison, IA.

Related Form 5500 pages