How many Form 5500 benefit plans are loaded for Swayzee, IN?

1 plan(s) reported by 1 sponsor(s) are loaded for Swayzee, IN.

Swayzee, 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, Swayzee, IN has 1 loaded benefit plan(s) reported by 1 plan sponsor(s), with $13,989,669 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans: 1
Plan sponsors: 1
Latest filing year: 2023

What stands out in Swayzee

1 loaded plans hold $14M in reported assets across 1 sponsors.
The largest, Grant County Bancshares, Inc. Employee Stock Ownership Plan, holds 100% of reported Swayzee plan assets.
Plans cover 11 participants — about 11 per plan.
100% 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$14MSummed across loaded plans$13,989,669

Total reported assets$14M$13,989,669

Total reported participants11

Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$14M total assets

Net assets$14MLiabilities—

Contributions & income

Total income / additions$2M

Expenses & distributions

Benefits paid / distributions$76.1K

Total expenses$76.1K

Net increase / (decrease)$1.9M

Data coverage

Plans with financial statements1 / 1 (100%)

Plans with provider compensation0 / 1 ()

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

Swayzee market comparison

Largest plan share of assets100%Grant County Bancshares, Inc. Employee Stock Ownership Plan

Participants per plan11Average across loaded plans

Plan sponsors1

Ranked by reported assets

Largest loaded plans in Swayzee

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

1
Grant County Bancshares, Inc. Employee Stock Ownership Plan$14M
Grant County Bancshares, Inc. · 2023

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

What to inspect next

Frequently asked questions

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