Paola, 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, Paola, KS has 13 loaded benefit plan(s) reported by 5 plan sponsor(s), with $19,680,506 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 13
- Plan sponsors
- 5
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $19,680,506
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $19,680,506
Contributions & income
- Employer contributions
- $239,002
- Participant contributions
- $894,547
- Total income / additions
- $3,993,050
Expenses & distributions
- Benefits paid / distributions
- $1,877,374
- Total expenses
- $1,966,839
- Net increase / (decrease)
- $2,026,211
Coverage
- Total reported participants
- 3,338
- Plans with financial statements
- 4
- Plans with provider compensation
- 2
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Paola, 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
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Lakemary Center, Inc 401(K) Plan | Lakemary Center, Inc Retirement Plan | $10,536,170 | 2023 |
| Queen Enterprises 401(K) Plan | Queen Enterprises, LLC | $6,073,046 | 2023 |
| Gerken Rent-All 401(K) Plan | Gerken Rent-All, Inc. | $3,012,405 | 2023 |
| Wicks Baseball Company 401(K) Plan | Wicks Baseball Company | $58,885 | 2023 |
| Queen Enterprises LLC Employee Medical Plan | Queen'S Stores | not reported in the loaded dataset | 2023 |
| Queen'S Stores Employee Benefit Plan | Queen'S Stores | not reported in the loaded dataset | 2023 |
| Taylor Forge Engineered Systems Inc Dental Insurance Plan | Taylor Forge Engineered System Inc | not reported in the loaded dataset | 2023 |
| Taylor Forge Engineered Systems Inc Medical Insurance Plan | Taylor Forge Engineered System Inc | not reported in the loaded dataset | 2023 |
| Taylor Forge Engineered Systems Inc Health Insurance Plan | Taylor Forge Engineered System Inc | not reported in the loaded dataset | 2023 |
| Taylor Forge Engineered Systems Inc Welfare Benefits Plan | Taylor Forge Engineered System Inc | not reported in the loaded dataset | 2023 |
| Taylor Forge Engineered Systems Inc Life & Temporary Disability Insurance Plan | Taylor Forge Engineered System Inc | not reported in the loaded dataset | 2023 |
| Lakemary Center, Inc Welfare Benefits Plan | Lakemary Center, Inc. | not reported in the loaded dataset | 2023 |
| Lakemary Center, Inc. Section 125 Custom Benefit Plan | Lakemary Center, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Paola → · Paola plans by participants → · Paola plans with financial data → · Paola plans with provider compensation → · $1B+ plans in Paola →
Related Form 5500 pages
- All KS Form 5500 filings
- Lakemary Center, Inc 401(K) Plan (plan 001)
- Lakemary Center, Inc Retirement Plan — all reported plans
- Queen Enterprises 401(K) Plan (plan 001)
- Queen Enterprises, LLC — all reported plans
- Gerken Rent-All 401(K) Plan (plan 001)
- Gerken Rent-All, Inc. — all reported plans
- Wicks Baseball Company 401(K) Plan (plan 001)
- Wicks Baseball Company — all reported plans
- Queen Enterprises LLC Employee Medical Plan (plan 501)
- Queen'S Stores Employee Benefit Plan (plan 502)
- Taylor Forge Engineered Systems Inc Dental Insurance Plan (plan 502)
- Taylor Forge Engineered System Inc — all reported plans
- Taylor Forge Engineered Systems Inc Medical Insurance Plan (plan 503)
- Taylor Forge Engineered Systems Inc Health Insurance Plan (plan 504)
- Taylor Forge Engineered Systems Inc Welfare Benefits Plan (plan 505)
- Taylor Forge Engineered Systems Inc Life & Temporary Disability Insurance Plan (plan 506)
- Lakemary Center, Inc Welfare Benefits Plan (plan 555)
- Lakemary Center, Inc. Section 125 Custom Benefit Plan (plan 501)
- Methodology
- Data sources