Plan5500

Taylorville, 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, Taylorville, IL has 2 loaded benefit plan(s) reported by 2 plan sponsor(s), with $11,924,241 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
2
Latest filing year
2023

What stands out in Taylorville

  • 2 loaded plans hold $11.9M in reported assets across 2 sponsors.
  • The largest, First National Bank In Taylorville Employee Stock Ownership Plan With 401(K) Provisions, holds 100% of reported Taylorville plan assets.
  • Plans cover 47 participants — about 24 per plan.
  • 50% 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$11.9MSummed across loaded plans$11,924,241
Total reported assets$11.9M$11,924,241
Total reported participants47
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$11.9M total assets
Net assets$11.9MLiabilities—
Contributions & income
Employer contributions$180.1K
Participant contributions$74.3K
Total income / additions$1.2M
Expenses & distributions
Benefits paid / distributions$418.2K
Total expenses$452.7K
Net increase / (decrease)$782.3K

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation0 / 2 ()

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

Taylorville market comparison

Largest plan share of assets100%First National Bank In Taylorville Employee Stock Ownership Plan With 401(K) Provisions
Participants per plan24Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Taylorville

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

  1. 1
    First National Bank In Taylorville Employee Stock Ownership Plan With 401(K) Provisions$11.9M
    First National Bank In Taylorville · 2023
  2. 2
    Hershey Beavers Perianot reported in the loaded dataset
    Beavers, Calvert & Brotherton · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Taylorville, IL?
2 plan(s) reported by 2 sponsor(s) are loaded for Taylorville, IL.

Related Form 5500 pages