Breese, 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, Breese, IL has 6 loaded benefit plan(s) reported by 4 plan sponsor(s), with $25,517,060 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 6
- Plan sponsors
- 4
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $25,517,060
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $25,517,060
Contributions & income
- Employer contributions
- $1,857,174
- Participant contributions
- $1,380,108
- Total income / additions
- $8,206,155
Expenses & distributions
- Benefits paid / distributions
- $2,562,498
- Total expenses
- $2,565,961
- Net increase / (decrease)
- $5,640,194
Coverage
- Total reported participants
- 728
- Plans with financial statements
- 4
- Plans with provider compensation
- 3
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Breese, 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.
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Poettker Construction Company Profit Sharing Plan | Poettker Construction Company | $17,579,245 | 2023 |
| 401(K) Profit Sharing Plan For Employees Of Community Link, Inc. | Community Link, Inc. | $4,144,272 | 2023 |
| Excel Bottling Company 401(K) Plan | Excel Bottling Company | $2,438,809 | 2023 |
| Henry, Meisenheimer & Gende, Inc. Employee Stock Ownership Plan | Henry, Meisenheimer & Gende, Inc. | $1,354,734 | 2023 |
| Welfare Benefit Plan Of Community Link, Inc. | Community Link, Inc | not reported in the loaded dataset | 2023 |
| Poettker Construction Co Health & Welfare Benefit Plan | Poettker Construction Co | not reported in the loaded dataset | 2023 |
Largest plans in Breese → · Breese plans by participants → · Breese plans with financial data → · Breese plans with provider compensation → · $1B+ plans in Breese →
Related Form 5500 pages
- All IL Form 5500 filings
- Poettker Construction Company Profit Sharing Plan (plan 001)
- Poettker Construction Company — all reported plans
- 401(K) Profit Sharing Plan For Employees Of Community Link, Inc. (plan 002)
- Community Link, Inc. — all reported plans
- Excel Bottling Company 401(K) Plan (plan 002)
- Excel Bottling Company — all reported plans
- Henry, Meisenheimer & Gende, Inc. Employee Stock Ownership Plan (plan 003)
- Henry, Meisenheimer & Gende, Inc. — all reported plans
- Welfare Benefit Plan Of Community Link, Inc. (plan 502)
- Poettker Construction Co Health & Welfare Benefit Plan (plan 501)
- Methodology
- Data sources