Fredricktown, 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, Fredricktown, MO has 1 loaded benefit plan(s) reported by 1 plan sponsor(s), with $5,065,515 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 Fredricktown

  • 1 loaded plans hold $5.1M in reported assets across 1 sponsors.
  • The largest, Cap America, Inc. Retirement Savings Plan, holds 100% of reported Fredricktown plan assets.
  • Plans cover 310 participants — about 310 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • 100% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$5.1MSummed across loaded plans$5,065,515
Total reported assets$5.1M$5,065,515
Total reported participants310
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$5.1M total assets
Net assets$5.1MLiabilities$0
Contributions & income
Employer contributions$307.2K
Participant contributions$611.7K
Total income / additions$1.7M
Expenses & distributions
Benefits paid / distributions$638.2K
Total expenses$692K
Net increase / (decrease)$975.6K

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation1 / 1 (100%)

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

Fredricktown market comparison

Largest plan share of assets100%Cap America, Inc. Retirement Savings Plan
Participants per plan310Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Fredricktown

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

  1. 1
    Cap America, Inc. · 2023

What to inspect next

Frequently asked questions

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

Related Form 5500 pages