Sumner, 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, Sumner, IA has 1 loaded benefit plan(s) reported by 1 plan sponsor(s), with not reported in the loaded dataset 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 Sumner

  • 1 loaded plans across 1 sponsors.
  • Plans cover 140 participants — about 140 per plan.
  • of loaded plans report full Schedule H/I financial statements.
  • report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assetsNot reported
Total reported assetsNot reported
Total reported participants140
Total reported liabilitiesNot reported

Financial-statement amounts are not reported in the loaded dataset for Sumner, IA plans yet.

Data coverage

Plans with financial statements0 / 1 ()
Plans with provider compensation0 / 1 ()

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

Sumner market comparison

Participants per plan140Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Sumner

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

  1. 1
    Life Line Emergency Vehicles Employee Benefits Plannot reported in the loaded dataset
    Life Line Emergency Vehicles, Inc. · 2023

What to inspect next

Frequently asked questions

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

Related Form 5500 pages