Ellettsville, 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, Ellettsville, IN has 5 loaded benefit plan(s) reported by 3 plan sponsor(s), with $39,395,997 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
5
Plan sponsors
3
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$39,395,997
Total reported liabilities (EOY)
$6,163
Total reported net assets (EOY)
$39,389,834

Contributions & income

Employer contributions
$1,651,947
Participant contributions
$900,219
Total income / additions
$6,022,181

Expenses & distributions

Benefits paid / distributions
$3,116,314
Total expenses
$3,212,908
Net increase / (decrease)
$2,809,273

Coverage

Total reported participants
739
Plans with financial statements
4
Plans with provider compensation
2

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

Largest loaded plans by reported assets

Largest loaded plans in Ellettsville, IN
PlanSponsorReported assets (EOY)Year
Smithville Telephone Company, Inc. Pension PlanSmithville Telephone Company, Incorporated$27,073,5122023
Smithville Telephone Company, Inc. 401(K) Savings PlanSmithville Telephone Company, Inc.$7,397,6242023
The Peoples State Bank Employee Stock Ownership PlanEllettsville Bancshares, Inc.$4,700,7762023
Maschino Enterprises, Inc. Profit Sharing PlanMaschino Enterprises, Inc.$224,0852023
Smithville Communications, Inc. Employee Benefit PlanSmithville Communications, Inc.not reported in the loaded dataset2023

Related Form 5500 pages