Plan5500

Spirit Lake, 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, Spirit Lake, IA has 3 loaded benefit plan(s) reported by 2 plan sponsor(s), with $30,234,963 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

What stands out in Spirit Lake

  • 3 loaded plans hold $30.2M in reported assets across 2 sponsors.
  • The largest, Bank Midwest 401(K) Profit Sharing Plan & Trust, holds 100% of reported Spirit Lake plan assets.
  • Plans cover 431 participants — about 144 per plan.
  • 67% of loaded plans report full Schedule H/I financial statements.
  • 33% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$30.2MSummed across loaded plans$30,179,323
Total reported assets$30.2M$30,234,963
Total reported participants431
Total reported liabilities$55.6K$55,640

Reported net position

Reported assets = net assets + liabilities (summed)$30.2M total assets
Net assets$30.2MLiabilities$55.6K
Contributions & income
Employer contributions$445K
Participant contributions$1.4M
Total income / additions$6.6M
Expenses & distributions
Benefits paid / distributions$3.7M
Total expenses$3.7M
Net increase / (decrease)$2.8M

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation1 / 3 (33%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Spirit Lake, 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

Spirit Lake market comparison

Largest plan share of assets100%Bank Midwest 401(K) Profit Sharing Plan & Trust
Participants per plan144Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Spirit Lake

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

  1. 1
    Bank Midwest 401(K) Profit Sharing Plan & Trust$30.2M
    Bank Midwest · 2023
  2. 2
    Dt Business Inc. 401(K) Plan$0
    Dt Business Inc. · 2023
  3. 3
    Bank Midwest Employee Life Insurance And Long Term Disability Plannot reported in the loaded dataset
    Bank Midwest · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Spirit Lake, IA?
3 plan(s) reported by 2 sponsor(s) are loaded for Spirit Lake, IA.

Related Form 5500 pages