Plan5500

Grundy 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, Grundy Center, IA has 1 loaded benefit plan(s) reported by 1 plan sponsor(s), with $38,295,188 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 Grundy Center

  • 1 loaded plans hold $38.3M in reported assets across 1 sponsors.
  • The largest, Gnb Bancorporation Employee Stock Ownership Plan With 401(K) Provisions, holds 100% of reported Grundy Center plan assets.
  • Plans cover 178 participants — about 178 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • 100% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$36MSummed across loaded plans$36,045,326
Total reported assets$38.3M$38,295,188
Total reported participants178
Total reported liabilities$2.2M$2,249,862

Reported net position

Reported assets = net assets + liabilities (summed)$38.3M total assets
Net assets$36MLiabilities$2.2M
Contributions & income
Employer contributions$445.5K
Participant contributions$910.4K
Total income / additions$5.7M
Expenses & distributions
Benefits paid / distributions$2.4M
Total expenses$2.5M
Net increase / (decrease)$3.2M

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation1 / 1 (100%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Grundy 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

Grundy Center market comparison

Largest plan share of assets100%Gnb Bancorporation Employee Stock Ownership Plan With 401(K) Provisions
Participants per plan178Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Grundy Center

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

  1. 1
    Gnb Bancorporation Employee Stock Ownership Plan With 401(K) Provisions$38.3M
    Gnb Bancorporation · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages