Luana, 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, Luana, IA has 1 loaded benefit plan(s) reported by 1 plan sponsor(s), with $12,027 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 Luana

  • 1 loaded plans hold $12K in reported assets across 1 sponsors.
  • The largest, Paint Creek Trucking Retirement Plan, holds 100% of reported Luana plan assets.
  • Plans cover 2 participants — about 2 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$12KSummed across loaded plans$12,027
Total reported assets$12K$12,027
Total reported participants2
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$12K total assets
Net assets$12KLiabilities
Expenses & distributions
Benefits paid / distributionsNot reported
Total expenses$0
Net increase / (decrease)-$4.3K

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 Luana, 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

Luana market comparison

Largest plan share of assets100%Paint Creek Trucking Retirement Plan
Participants per plan2Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Luana

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

  1. 1
    Paint Creek Trucking, Inc · 2023

What to inspect next

Frequently asked questions

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

Related Form 5500 pages