Plan5500

Bethany, 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, Bethany, MO has 2 loaded benefit plan(s) reported by 1 plan sponsor(s), with $11,008,777 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
2
Plan sponsors
1
Latest filing year
2023

What stands out in Bethany

  • 2 loaded plans hold $11M in reported assets across 1 sponsors.
  • The largest, Btc Bank 401(K) Profit Sharing Plan, holds 100% of reported Bethany plan assets.
  • Plans cover 371 participants — about 186 per plan.
  • 50% of loaded plans report full Schedule H/I financial statements.
  • 50% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$11MSummed across loaded plans$11,008,777
Total reported assets$11M$11,008,777
Total reported participants371
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$11M total assets
Net assets$11MLiabilities$0
Contributions & income
Employer contributions$422.5K
Participant contributions$816.8K
Total income / additions$3.2M
Expenses & distributions
Benefits paid / distributions$1.3M
Total expenses$1.4M
Net increase / (decrease)$1.8M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

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

Bethany market comparison

Largest plan share of assets100%Btc Bank 401(K) Profit Sharing Plan
Participants per plan186Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Bethany

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

  1. 1
    Btc Bank 401(K) Profit Sharing Plan$11M
    Btc Bank · 2023
  2. 2
    The Btc Bank Cafeteria Plan And Account Plansnot reported in the loaded dataset
    Btc Bank · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages