Plan5500

Harrisburg, 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, Harrisburg, IL has 3 loaded benefit plan(s) reported by 3 plan sponsor(s), with $3,934,924 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
3
Plan sponsors
3
Latest filing year
2023

What stands out in Harrisburg

  • 3 loaded plans hold $3.9M in reported assets across 3 sponsors.
  • The largest, Jammie Kent Stricklin Profit Sharing Plan, holds 91% of reported Harrisburg plan assets.
  • Plans cover 232 participants — about 77 per plan.
  • 67% 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$3.9MSummed across loaded plans$3,934,924
Total reported assets$3.9M$3,934,924
Total reported participants232
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$3.9M total assets
Net assets$3.9MLiabilities—
Contributions & income
Employer contributions$96.1K
Participant contributions$10.3K
Total income / additions$1M
Expenses & distributions
Benefits paid / distributions$198.3K
Total expenses$232K
Net increase / (decrease)$796.8K

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation0 / 3 ()

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

Harrisburg market comparison

Largest plan share of assets91%Jammie Kent Stricklin Profit Sharing Plan
Participants per plan77Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in Harrisburg

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

  1. 1
    Jammie Kent Stricklin Profit Sharing Plan$3.6M
    Jammie Kent Stricklin · 2023
  2. 2
    Si Acquisitions Inc. 401(K) Plan$368.3K
    Si Acquisitions Inc. · 2023
  3. 3
    Wlc Management Firm, LLC Employee Benefits Plannot reported in the loaded dataset
    Wlc Management Firm, LLC · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Harrisburg, IL?
3 plan(s) reported by 3 sponsor(s) are loaded for Harrisburg, IL.

Related Form 5500 pages