Peoria Heights, 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, Peoria Heights, IL has 3 loaded benefit plan(s) reported by 2 plan sponsor(s), with $74,746,327 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
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$74,746,327
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$74,746,327

Contributions & income

Employer contributions
$606,173
Participant contributions
$908,292
Total income / additions
$11,098,621

Expenses & distributions

Benefits paid / distributions
$7,389,758
Total expenses
$7,478,467
Net increase / (decrease)
$3,620,154

Coverage

Total reported participants
707
Plans with financial statements
3
Plans with provider compensation
3

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Peoria Heights, 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 Peoria Heights, IL
PlanSponsorReported assets (EOY)Year
Backlund Investment Co Profit Sharing & 401(K) PlanBacklund Investment Co$38,541,2762023
Backlund Investment Co. Employee Stock Ownership Plan And TrustBacklund Investment Co$21,503,7092023
Pearl Technology, LLC Retirement & Savings PlanPearl Technology, LLC$14,701,3422023

Related Form 5500 pages