Plan5500

Concordia, 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, Concordia, MO has 1 loaded benefit plan(s) reported by 1 plan sponsor(s), with $644,149 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
1
Plan sponsors
1
Latest filing year
2023

What stands out in Concordia

  • 1 loaded plans hold $644.1K in reported assets across 1 sponsors.
  • The largest, Melius Corporation 401(K) Plan, holds 100% of reported Concordia plan assets.
  • Plans cover 24 participants — about 24 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$644.1KSummed across loaded plans$644,149
Total reported assets$644.1K$644,149
Total reported participants24
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$644.1K total assets
Net assets$644.1KLiabilities—
Contributions & income
Employer contributions$30.6K
Participant contributions$47.2K
Total income / additions$177.6K
Expenses & distributions
Benefits paid / distributions$24K
Total expenses$23.6K
Net increase / (decrease)$154K

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation0 / 1 ()

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

Concordia market comparison

Largest plan share of assets100%Melius Corporation 401(K) Plan
Participants per plan24Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Concordia

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

  1. 1
    Melius Corporation 401(K) Plan$644.1K
    Melius Corporation · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages