Pinckneyville, 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, Pinckneyville, IL has 1 loaded benefit plan(s) reported by 1 plan sponsor(s), with $3,930,695 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
1
Plan sponsors
1
Latest filing year
2023

What stands out in Pinckneyville

  • 1 loaded plans hold $3.9M in reported assets across 1 sponsors.
  • The largest, First Perry Bancorp, Inc. Employee Stock Ownership Plan W/401(K) Provisions, holds 100% of reported Pinckneyville plan assets.
  • Plans cover 24 participants — about 24 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$3.5MSummed across loaded plans$3,509,495
Total reported assets$3.9M$3,930,695
Total reported participants24
Total reported liabilities$421.2K$421,200

Reported net position

Reported assets = net assets + liabilities (summed)$3.9M total assets
Net assets$3.5MLiabilities$421.2K
Contributions & income
Employer contributions$282.1K
Participant contributions$73K
Total income / additions$696.4K
Expenses & distributions
Benefits paid / distributions$835.4K
Total expenses$880.2K
Net increase / (decrease)-$183.8K

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation0 / 1 ()

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

Pinckneyville market comparison

Largest plan share of assets100%First Perry Bancorp, Inc. Employee Stock Ownership Plan W/401(K) Provisions
Participants per plan24Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Pinckneyville

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

  1. 1

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Pinckneyville, IL?
1 plan(s) reported by 1 sponsor(s) are loaded for Pinckneyville, IL.

Related Form 5500 pages