Plan5500

Beloit, 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, Beloit, KS has 3 loaded benefit plan(s) reported by 3 plan sponsor(s), with $4,099,139 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
3
Plan sponsors
3
Latest filing year
2023

What stands out in Beloit

  • 3 loaded plans hold $4.1M in reported assets across 3 sponsors.
  • The largest, Boettcher Supply, Inc. Employee Stock Ownership Plan, holds 46% of reported Beloit plan assets.
  • Plans cover 46 participants — about 15 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$4.1MSummed across loaded plans$4,099,139
Total reported assets$4.1M$4,099,139
Total reported participants46
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$4.1M total assets
Net assets$4.1MLiabilities—
Contributions & income
Employer contributions$129.6K
Participant contributionsNot reported
Total income / additions$495.2K
Expenses & distributions
Benefits paid / distributions$61.7K
Total expenses$73.3K
Net increase / (decrease)$422K

Data coverage

Plans with financial statements3 / 3 (100%)
Plans with provider compensation0 / 3 ()

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

Computed from loaded plans

Beloit market comparison

Largest plan share of assets46%Boettcher Supply, Inc. Employee Stock Ownership Plan
Participants per plan15Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in Beloit

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

  1. 1
    Boettcher Supply, Inc. Employee Stock Ownership Plan$1.9M
    Boettcher Supply, Inc. · 2023
  2. 2
    Frasier, Johnson & Martin Money Purchase Plan$1.8M
    Curtis A. Frasier · 2023
  3. 3
    Rd & Vkdavis, Inc. Retirement Plan$470.9K
    Rd & Vkdavis, Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Beloit, KS?
3 plan(s) reported by 3 sponsor(s) are loaded for Beloit, KS.

Related Form 5500 pages