Monticello, 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, Monticello, IA has 3 loaded benefit plan(s) reported by 2 plan sponsor(s), with $109,465,700 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)
- $109,465,700
- Total reported liabilities (EOY)
- $24,699
- Total reported net assets (EOY)
- $109,441,001
Contributions & income
- Employer contributions
- $2,279,118
- Participant contributions
- $1,779,134
- Total income / additions
- $19,434,596
Expenses & distributions
- Benefits paid / distributions
- $6,206,550
- Total expenses
- $6,447,857
- Net increase / (decrease)
- $12,986,739
Coverage
- Total reported participants
- 1,327
- Plans with financial statements
- 3
- Plans with provider compensation
- 2
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Monticello, 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
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| The Restated Noncontributory Retirement Plan For Cooperatives | Innovative Ag Services Co. | $64,811,437 | 2023 |
| The Restated Thrift/Profit Sharing Plan For Cooperatives | Innovative Ag Services Co. | $36,536,817 | 2023 |
| Herky Hawk Financial Corp. 401(K) Plan | Herky Hawk Financial Corp. | $8,117,446 | 2023 |
Largest plans in Monticello → · Monticello plans by participants → · Monticello plans with financial data → · Monticello plans with provider compensation → · $1B+ plans in Monticello →
Related Form 5500 pages
- All IA Form 5500 filings
- The Restated Noncontributory Retirement Plan For Cooperatives (plan 020)
- Innovative Ag Services Co. — all reported plans
- The Restated Thrift/Profit Sharing Plan For Cooperatives (plan 030)
- Herky Hawk Financial Corp. 401(K) Plan (plan 001)
- Herky Hawk Financial Corp. — all reported plans
- Methodology
- Data sources