Guthrie 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, Guthrie Center, IA has 1 loaded benefit plan(s) reported by 1 plan sponsor(s), with $2,422,522 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 Guthrie Center

  • 1 loaded plans hold $2.4M in reported assets across 1 sponsors.
  • The largest, Guthrie County Bancshares, Inc. Employee Stock Ownership Plan, holds 100% of reported Guthrie Center plan assets.
  • Plans cover 34 participants — about 34 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$2.4MSummed across loaded plans$2,422,522
Total reported assets$2.4M$2,422,522
Total reported participants34
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$2.4M total assets
Net assets$2.4MLiabilities
Contributions & income
Employer contributions$170.3K
Participant contributionsNot reported
Total income / additions-$34.9K
Expenses & distributions
Benefits paid / distributions$73.1K
Total expenses$73.1K
Net increase / (decrease)-$108K

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 Guthrie 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

Guthrie Center market comparison

Largest plan share of assets100%Guthrie County Bancshares, Inc. Employee Stock Ownership Plan
Participants per plan34Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Guthrie Center

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

  1. 1
    Guthrie County Bancshares, Inc. · 2023

What to inspect next

Frequently asked questions

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

Related Form 5500 pages