Monticello, 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, Monticello, IN has 9 loaded benefit plan(s) reported by 4 plan sponsor(s), with $11,429,657 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 9
- Plan sponsors
- 4
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $11,429,657
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $11,429,657
Contributions & income
- Employer contributions
- $385,108
- Participant contributions
- $814,043
- Total income / additions
- $2,964,148
Expenses & distributions
- Benefits paid / distributions
- $921,896
- Total expenses
- $1,003,198
- Net increase / (decrease)
- $1,960,950
Coverage
- Total reported participants
- 1,424
- Plans with financial statements
- 3
- Plans with provider compensation
- 2
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Monticello, 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 |
|---|---|---|---|
| Girtz Industries Inc 401k Profit Sharing Plan And Trust | Girtz Industries Inc | $7,124,663 | 2023 |
| Jordan Manufacturing Company Inc 401 K Plan | Jordan Manufacturing Company Inc | $4,208,936 | 2023 |
| Tef Corp. 401(K) Plan | Tef Corp. | $96,058 | 2023 |
| Girtz Industries Inc Life Plan | Girtz Industries, Inc. | not reported in the loaded dataset | 2023 |
| Girtz Industries Inc Vision Plan | Girtz Industries, Inc. | not reported in the loaded dataset | 2023 |
| Monticello Animal Hospital 401k Plan | Monticello Animal Hospital | not reported in the loaded dataset | 2023 |
| Girtz Industries Inc. Dental Plan | Girtz Industries, Inc. | not reported in the loaded dataset | 2023 |
| Jordan Manufacturing Company, Inc. Welfare Benefit Plan | Jordan Manufacturing Company, Inc. | not reported in the loaded dataset | 2023 |
| Girtz Industries Inc Health Plan | Girtz Industries, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Monticello → · Monticello plans by participants → · Monticello plans with financial data → · Monticello plans with provider compensation → · $1B+ plans in Monticello →
Related Form 5500 pages
- All IN Form 5500 filings
- Girtz Industries Inc 401k Profit Sharing Plan And Trust (plan 001)
- Girtz Industries Inc — all reported plans
- Jordan Manufacturing Company Inc 401 K Plan (plan 001)
- Jordan Manufacturing Company Inc — all reported plans
- Tef Corp. 401(K) Plan (plan 001)
- Tef Corp. — all reported plans
- Girtz Industries Inc Life Plan (plan 503)
- Girtz Industries Inc Vision Plan (plan 504)
- Monticello Animal Hospital 401k Plan (plan 001)
- Monticello Animal Hospital — all reported plans
- Girtz Industries Inc. Dental Plan (plan 502)
- Jordan Manufacturing Company, Inc. Welfare Benefit Plan (plan 501)
- Girtz Industries Inc Health Plan (plan 501)
- Methodology
- Data sources