Plan5500

Zion, 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, Zion, IL has 2 loaded benefit plan(s) reported by 2 plan sponsor(s), with $5,700,881 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 Zion

  • 2 loaded plans hold $5.7M in reported assets across 2 sponsors.
  • The largest, Leech-Bridges, Inc. 401(K) Profit Sharing Plan & Trust, holds 51% of reported Zion plan assets.
  • Plans cover 43 participants — about 22 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$5.7MSummed across loaded plans$5,700,881
Total reported assets$5.7M$5,700,881
Total reported participants43
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$5.7M total assets
Net assets$5.7MLiabilities$0
Contributions & income
Employer contributions$239.6K
Participant contributions$154.7K
Total income / additions$1.2M
Expenses & distributions
Benefits paid / distributions$379.9K
Total expenses$380.5K
Net increase / (decrease)$834.7K

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation0 / 2 ()

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

Zion market comparison

Largest plan share of assets51%Leech-Bridges, Inc. 401(K) Profit Sharing Plan & Trust
Participants per plan22Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Zion

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

  1. 1
    Leech-Bridges, Inc. 401(K) Profit Sharing Plan & Trust$2.9M
    Leech - Bridges, Inc. · 2023
  2. 2
    K-Log Inc 401(K) Plan$2.8M
    K-Log Inc · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages