Plan5500

Otwell, 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, Otwell, IN has 2 loaded benefit plan(s) reported by 1 plan sponsor(s), with $3,245,462 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
1
Latest filing year
2023

What stands out in Otwell

  • 2 loaded plans hold $3.2M in reported assets across 1 sponsors.
  • The largest, Elmer Buchta Trucking, LLC 401(K) Plan, holds 100% of reported Otwell plan assets.
  • Plans cover 307 participants — about 154 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$3.2MSummed across loaded plans$3,245,462
Total reported assets$3.2M$3,245,462
Total reported participants307
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$3.2M total assets
Net assets$3.2MLiabilities$0
Contributions & income
Employer contributions$101.5K
Participant contributions$204.3K
Total income / additions$691.6K
Expenses & distributions
Benefits paid / distributions$771.6K
Total expenses$887.4K
Net increase / (decrease)-$195.8K

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 Otwell, 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

Otwell market comparison

Largest plan share of assets100%Elmer Buchta Trucking, LLC 401(K) Plan
Participants per plan154Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Otwell

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

  1. 1
    Elmer Buchta Trucking, LLC 401(K) Plan$3.2M
    Elmer Buchta Trucking, LLC · 2023
  2. 2
    Elmer Buchta Trucking, LLC Employee Benefit Plannot reported in the loaded dataset
    Elmer Buchta Trucking, LLC · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Otwell, IN?
2 plan(s) reported by 1 sponsor(s) are loaded for Otwell, IN.

Related Form 5500 pages