Plan5500

Fair Grove, 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, Fair Grove, MO has 2 loaded benefit plan(s) reported by 2 plan sponsor(s), with $241,549 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
2
Latest filing year
2023

What stands out in Fair Grove

  • 2 loaded plans hold $241.5K in reported assets across 2 sponsors.
  • The largest, Krm Innovations, Inc. Pension Transfer Trust Plan, holds 100% of reported Fair Grove plan assets.
  • Plans cover 11 participants — about 6 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$241.5KSummed across loaded plans$241,549
Total reported assets$241.5K$241,549
Total reported participants11
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$241.5K total assets
Net assets$241.5KLiabilities$0
Contributions & income
Employer contributions$5K
Participant contributions$12.1K
Total income / additions$43.7K
Expenses & distributions
Benefits paid / distributions$442.9K
Total expenses$444K
Net increase / (decrease)-$400.3K

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation0 / 2 ()

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

Fair Grove market comparison

Largest plan share of assets100%Krm Innovations, Inc. Pension Transfer Trust Plan
Participants per plan6Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Fair Grove

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

  1. 1
    Krm Innovations, Inc. Pension Transfer Trust Plan$241.5K
    Krm Innovations, Inc. · 2023
  2. 2
    Morning Joy Communities 401k$0
    Morning Joy Communities Inc. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages