Osage, 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, Osage, IA has 4 loaded benefit plan(s) reported by 2 plan sponsor(s), with $26,678,529 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
4
Plan sponsors
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$26,678,529
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$26,678,529

Contributions & income

Employer contributions
$192,558
Participant contributions
$1,045,801
Total income / additions
$5,732,345

Expenses & distributions

Benefits paid / distributions
$1,769,678
Total expenses
$1,853,877
Net increase / (decrease)
$3,878,468

Coverage

Total reported participants
683
Plans with financial statements
2
Plans with provider compensation
2

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Osage, 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 Osage, IA
PlanSponsorReported assets (EOY)Year
Fox River Mills 401(K) PlanFrm Socks LLC$15,710,7602023
A To Z Drying, Inc. Profit Sharing PlanA To Z Drying, Inc.$10,967,7692023
A To Z Drying Inc. Wrap Benefit PlanA To Z Drying Inc.not reported in the loaded dataset2023
Frm Socks LLC 125 Benefitness PlanFrm Socks, LLCnot reported in the loaded dataset2023

Related Form 5500 pages