Plan5500

Covington, 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, Covington, IN has 2 loaded benefit plan(s) reported by 2 plan sponsor(s), with $11,582,036 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 Covington

  • 2 loaded plans hold $11.6M in reported assets across 2 sponsors.
  • The largest, Fountain Trust Company Savings And Retirement Plan, holds 71% of reported Covington plan assets.
  • Plans cover 355 participants — about 178 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • 100% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$11.6MSummed across loaded plans$11,582,036
Total reported assets$11.6M$11,582,036
Total reported participants355
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$11.6M total assets
Net assets$11.6MLiabilities$0
Contributions & income
Employer contributions$316.7K
Participant contributions$607.2K
Total income / additions$2.6M
Expenses & distributions
Benefits paid / distributions$963K
Total expenses$966.4K
Net increase / (decrease)$1.6M

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation2 / 2 (100%)

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

Covington market comparison

Largest plan share of assets71%Fountain Trust Company Savings And Retirement Plan
Participants per plan178Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Covington

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

  1. 1
    Fountain Trust Company Savings And Retirement Plan$8.2M
    The Fountain Trust Company · 2023
  2. 2
    401(K) Profit Sharing Plan For Employees Of Community Action Program, Inc. Of Western Indiana$3.4M
    Community Action Program, Inc. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages