How many Form 5500 benefit plans are loaded for Montezuma, IA?

1 plan(s) reported by 1 sponsor(s) are loaded for Montezuma, IA.

Montezuma, 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, Montezuma, IA has 1 loaded benefit plan(s) reported by 1 plan sponsor(s), with $3,053,199 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 Montezuma

1 loaded plans hold $3.1M in reported assets across 1 sponsors.
The largest, Chief Iowa Investment Corp. 401k Plan And Trust, holds 100% of reported Montezuma plan assets.
Plans cover 10 participants — about 10 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$3.1MSummed across loaded plans$3,053,199

Total reported assets$3.1M$3,053,199

Total reported participants10

Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$3.1M total assets

Net assets$3.1MLiabilities—

Contributions & income

Employer contributionsNot reported

Participant contributions$10.2K

Total income / additions$603.4K

Expenses & distributions

Benefits paid / distributions$62.8K

Total expenses$66K

Net increase / (decrease)$537.4K

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 Montezuma, 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

Montezuma market comparison

Largest plan share of assets100%Chief Iowa Investment Corp. 401k Plan And Trust

Participants per plan10Average across loaded plans

Plan sponsors1

Ranked by reported assets

Largest loaded plans in Montezuma

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

1
Chief Iowa Investment Corp. 401k Plan And Trust$3.1M
Chief Iowa Investment Corporation · 2023

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

What to inspect next

Frequently asked questions

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