Stacyville, 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, Stacyville, IA has 2 loaded benefit plan(s) reported by 1 plan sponsor(s), with $14,329,670 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
2
Plan sponsors
1
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$14,329,670
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$0

Contributions & income

Employer contributions
$892,956
Participant contributions
$75,215
Total income / additions
$2,616,141

Expenses & distributions

Benefits paid / distributions
$1,012,528
Total expenses
$1,049,805
Net increase / (decrease)
$1,566,336

Coverage

Total reported participants
335
Plans with financial statements
2
Plans with provider compensation
2

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Stacyville, 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 Stacyville, IA
PlanSponsorReported assets (EOY)Year
The Restated Thrift/Profit Sharing Plan For CooperativesNorthern Country Cooperative$14,329,6702023
The Restated Noncontributory Retirement Plan For CooperativesNorthern Country Cooperative$02023

Related Form 5500 pages