Plan5500

Boonville, 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, Boonville, IN has 4 loaded benefit plan(s) reported by 4 plan sponsor(s), with $7,374,618 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
4
Plan sponsors
4
Latest filing year
2023

What stands out in Boonville

  • 4 loaded plans hold $7.4M in reported assets across 4 sponsors.
  • The largest, Peoples Trust & Savings Bank 401(K) Plan, holds 40% of reported Boonville plan assets.
  • Plans cover 255 participants — about 64 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • 25% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$7.4MSummed across loaded plans$7,374,618
Total reported assets$7.4M$7,374,618
Total reported participants255
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$7.4M total assets
Net assets$7.4MLiabilities$0
Contributions & income
Employer contributions$189.1K
Participant contributions$276.7K
Total income / additions$2M
Expenses & distributions
Benefits paid / distributions$951.5K
Total expenses$981.8K
Net increase / (decrease)$980K

Data coverage

Plans with financial statements4 / 4 (100%)
Plans with provider compensation1 / 4 (25%)

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

Boonville market comparison

Largest plan share of assets40%Peoples Trust & Savings Bank 401(K) Plan
Participants per plan64Average across loaded plans
Plan sponsors4
Ranked by reported assets

Largest loaded plans in Boonville

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

  1. 1
    Peoples Trust & Savings Bank 401(K) Plan$3M
    Peoples Trust And Savings Bank · 2023
  2. 2
    Sirs 403(B) Plan$2.2M
    Southern Indiana Resource Solutions, Inc. · 2023
  3. 3
    Tri State Supply, Inc. 401(K) Plan$1.2M
    Tri State Supply, Inc. · 2023
  4. 4
    Syed A. Ali Md, Inc. Custodial Profit Sharing Plan$1M
    Syed Ali, M.D., Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Boonville, IN?
4 plan(s) reported by 4 sponsor(s) are loaded for Boonville, IN.

Related Form 5500 pages