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

2 plan(s) reported by 2 sponsor(s) are loaded for Story City, IA.

Story City, 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, Story City, IA has 2 loaded benefit plan(s) reported by 2 plan sponsor(s), with $1,577,303 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: 2
Latest filing year: 2023

What stands out in Story City

2 loaded plans hold $1.6M in reported assets across 2 sponsors.
The largest, Record Printing Co. , Inc. Of Story City Employee Stock Ownership Plan, holds 100% of reported Story City plan assets.
Plans cover 195 participants — about 98 per plan.
50% 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$1.6MSummed across loaded plans$1,577,303

Total reported assets$1.6M$1,577,303

Total reported participants195

Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$1.6M total assets

Net assets$1.6MLiabilities—

Contributions & income

Employer contributions$55K

Participant contributionsNot reported

Total income / additions$564.5K

Expenses & distributions

Benefits paid / distributions$52K

Total expenses$52K

Net increase / (decrease)$512.5K

Data coverage

Plans with financial statements1 / 2 (50%)

Plans with provider compensation0 / 2 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Story City, 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

Story City market comparison

Largest plan share of assets100%Record Printing Co. , Inc. Of Story City Employee Stock Ownership Plan

Participants per plan98Average across loaded plans

Plan sponsors2

Ranked by reported assets

Largest loaded plans in Story City

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

1
Record Printing Co. , Inc. Of Story City Employee Stock Ownership Plan$1.6M
Record Printing Co., Inc. Of Story City · 2023
2
Bethany Manor Dba Bethany Life Employee Benefits Plannot reported in the loaded dataset
Bethany Manor Dba Bethany Life · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Story City, IA?: 2 plan(s) reported by 2 sponsor(s) are loaded for Story City, IA.