Plan5500

Yorkville, 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, Yorkville, IL has 7 loaded benefit plan(s) reported by 6 plan sponsor(s), with $3,611,833 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
7
Plan sponsors
6
Latest filing year
2023

What stands out in Yorkville

  • 7 loaded plans hold $3.6M in reported assets across 6 sponsors.
  • The largest, Boombah, Inc. 401(K) Plan, holds 71% of reported Yorkville plan assets.
  • Plans cover 238 participants — about 34 per plan.
  • 86% of loaded plans report full Schedule H/I financial statements.
  • 14% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$3.6MSummed across loaded plans$3,611,833
Total reported assets$3.6M$3,611,833
Total reported participants238
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$3.6M total assets
Net assets$3.6MLiabilities$0
Contributions & income
Employer contributions$177K
Participant contributions$281.6K
Total income / additions$1.1M
Expenses & distributions
Benefits paid / distributions$601K
Total expenses$634.7K
Net increase / (decrease)$445.2K

Data coverage

Plans with financial statements6 / 7 (86%)
Plans with provider compensation1 / 7 (14%)

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

Yorkville market comparison

Largest plan share of assets71%Boombah, Inc. 401(K) Plan
Participants per plan34Average across loaded plans
Plan sponsors6
Ranked by reported assets

Largest loaded plans in Yorkville

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

  1. 1
    Boombah, Inc. 401(K) Plan$2.6M
    Boombah, Inc. · 2023
  2. 2
    Jhl Johnson Group Retirement Plan$841.8K
    Jhl Johnson Group, Inc. · 2023
  3. 3
    Koz Investments Corporation 401k Plan$96.1K
    Koz Investments Corporation · 2023
  4. 4
    Mno Ventures, Inc. 401(K) Plan$54.5K
    Mno Ventures, Inc. · 2023
  5. 5
    Mundo Corporation 401(K) Plan$31.1K
    Mundo Corporation · 2023
  6. 6
    Bobkat Enterprises, Inc. 401(K) Plan$13.6K
    Bobkat Enterprises, Inc. · 2023
  7. 7
    Boombah Inc Employee Benefits Plannot reported in the loaded dataset
    Boombah Inc · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Yorkville, IL?
7 plan(s) reported by 6 sponsor(s) are loaded for Yorkville, IL.

Related Form 5500 pages