Montgomery, 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, Montgomery, IN has 5 loaded benefit plan(s) reported by 3 plan sponsor(s), with $26,258,244 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)
- $26,258,244
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $26,258,244
Contributions & income
- Employer contributions
- $882,622
- Participant contributions
- $1,486,904
- Total income / additions
- $7,525,661
Expenses & distributions
- Benefits paid / distributions
- $664,164
- Total expenses
- $726,199
- Net increase / (decrease)
- $6,799,462
Coverage
- Total reported participants
- 921
- Plans with financial statements
- 3
- Plans with provider compensation
- 2
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Montgomery, 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
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Graber Post 401(K) Profit Sharing Plan & Trust | Graber Post Buildings, Inc. | $16,560,751 | 2023 |
| Graber Crews, LLC 401(K) Profit Sharing Plan And Trust | Graber Crews, LLC | $7,476,587 | 2023 |
| K&K Industries Retirement Plan | K&K Industries Inc. | $2,220,906 | 2023 |
| Graber Post Buildings Inc | Graber Post Buildings Inc | not reported in the loaded dataset | 2023 |
| Graber Crews LLC | Graber Crews LLC | not reported in the loaded dataset | 2023 |
Largest plans in Montgomery → · Montgomery plans by participants → · Montgomery plans with financial data → · Montgomery plans with provider compensation → · $1B+ plans in Montgomery →
Related Form 5500 pages
- All IN Form 5500 filings
- Graber Post 401(K) Profit Sharing Plan & Trust (plan 001)
- Graber Post Buildings, Inc. — all reported plans
- Graber Crews, LLC 401(K) Profit Sharing Plan And Trust (plan 001)
- Graber Crews, LLC — all reported plans
- K&K Industries Retirement Plan (plan 001)
- K&K Industries Inc. — all reported plans
- Graber Post Buildings Inc (plan 502)
- Graber Crews LLC (plan 503)
- Methodology
- Data sources