Baldwin City, KS 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, Baldwin City, KS has 4 loaded benefit plan(s) reported by 3 plan sponsor(s), with $24,252,666 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
4
Plan sponsors
3
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$24,252,666
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$24,252,666

Contributions & income

Employer contributions
$880,729
Participant contributions
$2,276,890
Total income / additions
$6,808,251

Expenses & distributions

Benefits paid / distributions
$1,656,906
Total expenses
$1,761,638
Net increase / (decrease)
$5,046,613

Coverage

Total reported participants
1,166
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Baldwin City, KS 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

Largest loaded plans in Baldwin City, KS
PlanSponsorReported assets (EOY)Year
Heritage Tractor 401(K) PlanHeritage Tractor, Inc.$24,252,6662023
Baker University Insurance Option PlanBaker Universitynot reported in the loaded dataset2023
Mcfarlane Aviation, LLC PlanMcfarlane Aviation, LLCnot reported in the loaded dataset2023
Mcfarlane Aviation, LLC PlanMcfarlane Aviation, LLCnot reported in the loaded dataset2023

Related Form 5500 pages