Fulton, 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, Fulton, MO has 20 loaded benefit plan(s) reported by 7 plan sponsor(s), with $82,781,583 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
20
Plan sponsors
7
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$82,781,583
Total reported liabilities (EOY)
$211,670
Total reported net assets (EOY)
$82,569,913

Contributions & income

Employer contributions
$1,844,563
Participant contributions
$2,911,065
Total income / additions
$16,001,307

Expenses & distributions

Benefits paid / distributions
$7,090,619
Total expenses
$7,544,063
Net increase / (decrease)
$8,457,244

Coverage

Total reported participants
3,437
Plans with financial statements
6
Plans with provider compensation
5

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

Largest loaded plans in Fulton, MO
PlanSponsorReported assets (EOY)Year
Westminster College 403(B) Retirement AccountWestminster College$30,178,4712023
William Woods University 403(B) Dc PlanWilliam Woods University$21,100,3852023
G.M. Johnson Companies, Inc. 401(K) And Profit Sharing PlanG.M. Johnson Companies, Inc.$12,896,5162023
Callaway Security Banks, Inc. 401(K) And Employee Stock Ownership PlanCallaway Security Banks, Inc.$11,389,0332023
B & B Theatres Operating Company, Inc. 401(K) PlanB & B Theatres Operating Company, Inc.$6,694,8572023
The Callaway Bank Health And Welfare PlanCallaway Security Banks, Inc.$522,3212023
Show Me Oil Company, Inc. Life PlanShow Me Oil Company, Inc.not reported in the loaded dataset2023
The Callaway Bank Life Insurance PlanCallaway Security Banks, Inc.not reported in the loaded dataset2023
The Callaway Bank Temporary Disability PlanCallaway Security Banks, Incnot reported in the loaded dataset2023
The Callaway Bank Long - Term Disability PlanCallaway Security Banks, Incnot reported in the loaded dataset2023
B & B Theatres Operating Company, Inc. Welfare Benefit PlanB & B Theatres Operating Company, Inc.not reported in the loaded dataset2023
Group Plan For Employees Of B & B Theatres Operating Company, Inc.B & B Theatres Operating Company, Inc.not reported in the loaded dataset2023
B & B Theatres Operating Company, Inc. Life And Ad&D PlanB & B Theatres Operating Company, Inc.not reported in the loaded dataset2023
Danuser Machine CompanyDanuser Machine Companynot reported in the loaded dataset2023
B & B Theatres Operationg Company, Inc. Vision PlanB & B Theatres Operating Company, Inc.not reported in the loaded dataset2023
Danuser Machine CompanyDanuser Machine Companynot reported in the loaded dataset2023
Westminster College Medical PlanWestminster Collegenot reported in the loaded dataset2023
Westminster College Ltd PlanWestminster Collegenot reported in the loaded dataset2023
Westminster College PlanWestminster Collegenot reported in the loaded dataset2023
William Woods University Welfare PlanWilliam Woods Universitynot reported in the loaded dataset2023

Related Form 5500 pages