Charleston, 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, Charleston, MO has 4 loaded benefit plan(s) reported by 3 plan sponsor(s), with $36,038,452 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)
- $36,038,452
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $36,038,452
Contributions & income
- Employer contributions
- $946,220
- Participant contributions
- $1,377,631
- Total income / additions
- $7,138,103
Expenses & distributions
- Benefits paid / distributions
- $2,113,867
- Total expenses
- $2,215,441
- Net increase / (decrease)
- $4,922,662
Coverage
- Total reported participants
- 933
- Plans with financial statements
- 3
- Plans with provider compensation
- 1
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Charleston, 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.
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Security State Bancshares, Inc. 401(K) Plan | Security State Bancshares, Inc. | $15,147,881 | 2023 |
| Hurley & Associates Savings & Retirement Plan | Hurley & Associates Agri-Marketing Centers Of Char | $14,175,647 | 2023 |
| Security State Bancshares, Inc. Employee Stock Ownership Plan | Focus Bank | $6,714,924 | 2023 |
| Security State Bancshares Inc Group Insurance Plan | Security State Bancshares Inc | not reported in the loaded dataset | 2023 |
Largest plans in Charleston → · Charleston plans by participants → · Charleston plans with financial data → · Charleston plans with provider compensation → · $1B+ plans in Charleston →
Related Form 5500 pages
- All MO Form 5500 filings
- Security State Bancshares, Inc. 401(K) Plan (plan 002)
- Security State Bancshares, Inc. — all reported plans
- Hurley & Associates Savings & Retirement Plan (plan 001)
- Hurley & Associates Agri-Marketing Centers Of Char — all reported plans
- Security State Bancshares, Inc. Employee Stock Ownership Plan (plan 002)
- Focus Bank — all reported plans
- Security State Bancshares Inc Group Insurance Plan (plan 501)
- Methodology
- Data sources