Plan5500

Boggstown, IN 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, Boggstown, IN has 1 loaded benefit plan(s) reported by 1 plan sponsor(s), with $15,391,833 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 Boggstown

  • 1 loaded plans hold $15.4M in reported assets across 1 sponsors.
  • The largest, Beaty Holding Group, Inc. Employee Stock Ownership Plan, holds 100% of reported Boggstown plan assets.
  • Plans cover 55 participants — about 55 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$5.6MSummed across loaded plans$5,622,172
Total reported assets$15.4M$15,391,833
Total reported participants55
Total reported liabilities$9.8M$9,769,661

Reported net position

Reported assets = net assets + liabilities (summed)$15.4M total assets
Net assets$5.6MLiabilities$9.8M
Contributions & income
Employer contributions$60K
Participant contributionsNot reported
Total income / additions$4.2M
Expenses & distributions
Benefits paid / distributions$33.9K
Total expenses$311.5K
Net increase / (decrease)$3.9M

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 Boggstown, IN 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

Boggstown market comparison

Largest plan share of assets100%Beaty Holding Group, Inc. Employee Stock Ownership Plan
Participants per plan55Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Boggstown

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

  1. 1
    Beaty Holding Group, Inc. Employee Stock Ownership Plan$15.4M
    Beaty Holding Group, Inc. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages