Lemars, 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, Lemars, IA has 3 loaded benefit plan(s) reported by 2 plan sponsor(s), with $13,418,051 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
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$13,418,051
Total reported net assets (EOY)
$13,418,051

Contributions & income

Employer contributions
$417,237
Participant contributions
$1,407,673
Total income / additions
$4,095,181

Expenses & distributions

Benefits paid / distributions
$1,614,878
Total expenses
$1,683,322
Net increase / (decrease)
$2,411,859

Coverage

Total reported participants
1,258
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Lemars, 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 Lemars, IA
PlanSponsorReported assets (EOY)Year
Schuster Co Inc 401(K) P/SSchuster Co Inc$13,418,0512023
Schuster Co. Health And Welfare PlanSchuster Companynot reported in the loaded dataset2023
Smithco Mfg., Inc. Employee Health Care PlanSmithco Mfg., Inc.not reported in the loaded dataset2023

Related Form 5500 pages