Savanna, 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, Savanna, IL has 1 loaded benefit plan(s) reported by 1 plan sponsor(s), with $9,133,567 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

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$9,133,567
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$9,133,567

Contributions & income

Employer contributions
$41,064
Participant contributions
$325,892
Total income / additions
$1,775,088

Expenses & distributions

Benefits paid / distributions
$1,106,800
Total expenses
$1,178,471
Net increase / (decrease)
$596,617

Coverage

Total reported participants
413
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Savanna, 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 Savanna, IL
PlanSponsorReported assets (EOY)Year
J.B. Sullivan, Inc. Retirement PlanJ.B. Sullivan, Inc.$9,133,5672023

Related Form 5500 pages