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

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

Wakarusa, 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, Wakarusa, IN has 1 loaded benefit plan(s) reported by 1 plan sponsor(s), with $250,000 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 Wakarusa

1 loaded plans hold $250K in reported assets across 1 sponsors.
The largest, North American Transportation Solutions, Inc. Employee Stock Ownership Plan, holds 100% of reported Wakarusa plan assets.
Plans cover 152 participants — about 152 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-$3.2MSummed across loaded plans-$3,236,706

Total reported assets$250K$250,000

Total reported participants152

Total reported liabilities$3.5M$3,486,706

Reported net position

Reported assets = net assets + liabilities (summed)$250K total assets

Net assets-$3.2MLiabilities$3.5M

Contributions & income

Employer contributions$165.2K

Participant contributionsNot reported

Total income / additions-$3.6M

Expenses & distributions

Benefits paid / distributions$0

Total expenses$152K

Net increase / (decrease)-$3.7M

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 Wakarusa, 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

Wakarusa market comparison

Largest plan share of assets100%North American Transportation Solutions, Inc. Employee Stock Ownership Plan

Participants per plan152Average across loaded plans

Plan sponsors1

Ranked by reported assets

Largest loaded plans in Wakarusa

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

1
North American Transportation Solutions, Inc. Employee Stock Ownership Plan$250K
North American Transportation Solutions, Inc. · 2023

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

What to inspect next

Frequently asked questions

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