Kirkwood, 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, Kirkwood, MO has 7 loaded benefit plan(s) reported by 7 plan sponsor(s), with $15,750,808 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
7
Plan sponsors
7
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$15,750,808
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$15,750,808

Contributions & income

Employer contributions
$261,925
Participant contributions
$583,907
Total income / additions
$1,659,484

Expenses & distributions

Benefits paid / distributions
$2,569,654
Total expenses
$2,662,837
Net increase / (decrease)
-$1,003,353

Coverage

Total reported participants
348
Plans with financial statements
7
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Kirkwood, 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 Kirkwood, MO
PlanSponsorReported assets (EOY)Year
Chris Auffenberg Automotive 401(K) Profit Sharing PlanChris Auffenberg Ford, Inc.$10,742,3042023
Wilton Investments, Inc. Retirement PlanWilton Investments, Inc.$3,523,6122023
Cawdln Enterprises Inc. Retirement PlanCawdln Enterprises Inc.$1,014,2462023
Golden Palace Holdings, Inc. 401(K) PlanGolden Palace Holdings, Inc.$311,6232023
Stj Group Holdings 401(K) PlanStj Group Holdings LLC$128,1552023
The Funky Bunch Incorporated 401(K) Profit Sharing PlanThe Funky Bunch Incorporated$30,8682023
Management Performance Associates, Inc. 401(K) Profit Sharing PlanMichael Anthony Scavotto$02023

Related Form 5500 pages