Mooresville, 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, Mooresville, IN has 7 loaded benefit plan(s) reported by 5 plan sponsor(s), with $37,959,434 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 7
- Plan sponsors
- 5
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $37,959,434
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $37,959,434
Contributions & income
- Employer contributions
- $1,997,887
- Participant contributions
- $4,017,525
- Total income / additions
- $11,474,637
Expenses & distributions
- Benefits paid / distributions
- $4,723,325
- Total expenses
- $4,953,898
- Net increase / (decrease)
- $6,520,739
Coverage
- Total reported participants
- 1,468
- Plans with financial statements
- 5
- Plans with provider compensation
- 3
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Mooresville, 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 |
|---|---|---|---|
| Toa (Usa) 401(K) Plan | Toa (Usa), LLC | $21,613,523 | 2023 |
| Et Works Retirement Plan | Et Works, Inc. Equipment Technologies | $8,146,748 | 2023 |
| Citizens Bank Employees' Retirement Savings Plan | Citizens Bank | $7,706,849 | 2023 |
| Hannah Business Coaching, Inc. 401k Profit Sharing Plan | Hannah Business Coaching, Inc. | $270,989 | 2023 |
| Cruzin Services, Inc. Profit Sharing Plan | Cruzin Services, Inc. | $221,325 | 2023 |
| Citizens Bank Health And Welfare Plan | Citizens Bank | not reported in the loaded dataset | 2023 |
| Et Works, Inc. Equipment Technologies Health And Welfare Plan | Et Works, Inc. Equipment Technologies | not reported in the loaded dataset | 2023 |
Largest plans in Mooresville → · Mooresville plans by participants → · Mooresville plans with financial data → · Mooresville plans with provider compensation → · $1B+ plans in Mooresville →
Related Form 5500 pages
- All IN Form 5500 filings
- Toa (Usa) 401(K) Plan (plan 001)
- Toa (Usa), LLC — all reported plans
- Et Works Retirement Plan (plan 001)
- Et Works, Inc. Equipment Technologies — all reported plans
- Citizens Bank Employees' Retirement Savings Plan (plan 003)
- Citizens Bank — all reported plans
- Hannah Business Coaching, Inc. 401k Profit Sharing Plan (plan 001)
- Hannah Business Coaching, Inc. — all reported plans
- Cruzin Services, Inc. Profit Sharing Plan (plan 001)
- Cruzin Services, Inc. — all reported plans
- Citizens Bank Health And Welfare Plan (plan 502)
- Et Works, Inc. Equipment Technologies Health And Welfare Plan (plan 501)
- Methodology
- Data sources