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

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

Okoboji, 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, Okoboji, IA has 1 loaded benefit plan(s) reported by 1 plan sponsor(s), with $13,447,500 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 Okoboji

1 loaded plans hold $13.4M in reported assets across 1 sponsors.
The largest, Bank Midwest And Affiliates Employee Stock Ownership Plan, holds 100% of reported Okoboji plan assets.
Plans cover 204 participants — about 204 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$13.4MSummed across loaded plans$13,447,500

Total reported assets$13.4M$13,447,500

Total reported participants204

Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$13.4M total assets

Net assets$13.4MLiabilities$0

Contributions & income

Employer contributions$435K

Participant contributionsNot reported

Total income / additions$943.3K

Expenses & distributions

Benefits paid / distributions$1.4M

Total expenses$1.4M

Net increase / (decrease)-$447.5K

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 Okoboji, 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

Okoboji market comparison

Largest plan share of assets100%Bank Midwest And Affiliates Employee Stock Ownership Plan

Participants per plan204Average across loaded plans

Plan sponsors1

Ranked by reported assets

Largest loaded plans in Okoboji

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

1
Bank Midwest And Affiliates Employee Stock Ownership Plan$13.4M
Bank Midwest · 2023

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

What to inspect next

Frequently asked questions

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