Plan5500

Appleton City, MO 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, Appleton City, MO has 3 loaded benefit plan(s) reported by 1 plan sponsor(s), with $4,460,446 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
1
Latest filing year
2023

What stands out in Appleton City

  • 3 loaded plans hold $4.5M in reported assets across 1 sponsors.
  • The largest, Wcmcaa 403b Retirement Plan, holds 100% of reported Appleton City plan assets.
  • Plans cover 281 participants — about 94 per plan.
  • 33% of loaded plans report full Schedule H/I financial statements.
  • 33% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$4.5MSummed across loaded plans$4,460,446
Total reported assets$4.5M$4,460,446
Total reported participants281
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$4.5M total assets
Net assets$4.5MLiabilities$0
Contributions & income
Employer contributions$67.4K
Participant contributions$174.5K
Total income / additions$1M
Expenses & distributions
Benefits paid / distributions$296.2K
Total expenses$296.8K
Net increase / (decrease)$711.9K

Data coverage

Plans with financial statements1 / 3 (33%)
Plans with provider compensation1 / 3 (33%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Appleton City, MO 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

Appleton City market comparison

Largest plan share of assets100%Wcmcaa 403b Retirement Plan
Participants per plan94Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Appleton City

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

  1. 1
    Wcmcaa 403b Retirement Plan$4.5M
    West Central Missouri Community Action Agency · 2023
  2. 2
    Group Health And Welfare Plannot reported in the loaded dataset
    West Central Missouri Community Action Agency · 2023
  3. 3
    Group Life And Ad&D Plannot reported in the loaded dataset
    West Central Missouri Community Action Agency · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Appleton City, MO?
3 plan(s) reported by 1 sponsor(s) are loaded for Appleton City, MO.

Related Form 5500 pages