Plan5500

Morgantown, 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, Morgantown, IN has 2 loaded benefit plan(s) reported by 2 plan sponsor(s), with $395 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 Morgantown

  • 2 loaded plans hold $395 in reported assets across 2 sponsors.
  • The largest, Grabete, Inc. 401(K) Profit Sharing Plan, holds 100% of reported Morgantown plan assets.
  • Plans cover 103 participants — about 52 per plan.
  • 50% of loaded plans report full Schedule H/I financial statements.
  • report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$395Summed across loaded plans
Total reported assets$395
Total reported participants103
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$395 total assets
Net assets$395Liabilities$0
Contributions & income
Employer contributions$0
Participant contributions$0
Total income / additions-$68.4K
Expenses & distributions
Benefits paid / distributions$0
Total expenses$0
Net increase / (decrease)-$68.4K

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation0 / 2 ()

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

Morgantown market comparison

Largest plan share of assets100%Grabete, Inc. 401(K) Profit Sharing Plan
Participants per plan52Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Morgantown

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

  1. 1
    Grabete, Inc. 401(K) Profit Sharing Plan$395
    Grabete, Inc. · 2023
  2. 2
    Sub-Surface Of Indiana, Inc. Health And Welfare Benefit Plannot reported in the loaded dataset
    Sub-Surface Of Indiana, Inc. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages