Carrollton, 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, Carrollton, IL has 2 loaded benefit plan(s) reported by 1 plan sponsor(s), with $83,819,681 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)
$83,819,681
Total reported liabilities (EOY)
$3,641
Total reported net assets (EOY)
$83,816,040

Contributions & income

Employer contributions
$3,979,732
Participant contributions
$2,918,646
Total income / additions
$20,746,983

Expenses & distributions

Benefits paid / distributions
$10,188,028
Total expenses
$10,428,865
Net increase / (decrease)
$10,318,118

Coverage

Total reported participants
573
Plans with financial statements
1
Plans with provider compensation
2

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

Largest loaded plans in Carrollton, IL
PlanSponsorReported assets (EOY)Year
Carrollton Bank Employees 401(K) And Profit Sharing PlanCarrollton Bank$83,819,6812023
Carrollton Bank Employee Benefit(S) PlanCarrollton Banknot reported in the loaded dataset2023

Related Form 5500 pages