Plan5500

Belvidere, IL 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, Belvidere, IL has 5 loaded benefit plan(s) reported by 5 plan sponsor(s), with $15,535,383 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
5
Plan sponsors
5
Latest filing year
2023

What stands out in Belvidere

  • 5 loaded plans hold $15.5M in reported assets across 5 sponsors.
  • The largest, Youngberg Industries, Inc. Employees Profit Sharing Plan, holds 79% of reported Belvidere plan assets.
  • Plans cover 103 participants — about 21 per plan.
  • 100% 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$15.5MSummed across loaded plans$15,535,383
Total reported assets$15.5M$15,535,383
Total reported participants103
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$15.5M total assets
Net assets$15.5MLiabilities$0
Contributions & income
Employer contributions$256.2K
Participant contributions$416.7K
Total income / additions$3.7M
Expenses & distributions
Benefits paid / distributions$1.1M
Total expenses$1.1M
Net increase / (decrease)$2.6M

Data coverage

Plans with financial statements5 / 5 (100%)
Plans with provider compensation0 / 5 ()

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

Belvidere market comparison

Largest plan share of assets79%Youngberg Industries, Inc. Employees Profit Sharing Plan
Participants per plan21Average across loaded plans
Plan sponsors5
Ranked by reported assets

Largest loaded plans in Belvidere

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

  1. 1
    Youngberg Industries, Inc. Employees Profit Sharing Plan$12.3M
    Youngberg Industries Incorporated · 2023
  2. 2
    Fair Andreen, Incorporated Retirement Plan$1.8M
    Fair Andreen, Incorporated · 2023
  3. 3
    Bruce R Nelson Profit Sharing Plan$858.8K
    Bruce R Nelson · 2023
  4. 4
    Youssi Real Estate & Development, Inc. 401(K) Profit Sharing Plan$560.5K
    Youssi Real Estate & Development, Inc. · 2023
  5. 5
    Primum Risk Strategies Incorporated Retirement Plan$20.5K
    Primum Risk Strategies Incorporated · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Belvidere, IL?
5 plan(s) reported by 5 sponsor(s) are loaded for Belvidere, IL.

Related Form 5500 pages