Plan5500

Lake St. Louis, 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, Lake St. Louis, MO has 7 loaded benefit plan(s) reported by 6 plan sponsor(s), with $61,631,891 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
6
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$61.6MSummed across loaded plans$61,631,891
Total reported assets$61.6M$61,631,891
Total reported participants6.6K6,618
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$61.6M total assets
Net assets$61.6MLiabilities$0
Contributions & income
Employer contributions$2.8M
Participant contributions$5.6M
Total income / additions$19.9M
Expenses & distributions
Benefits paid / distributions$3.9M
Total expenses$4M
Net increase / (decrease)$15.9M

Data coverage

Plans with financial statements4 / 7 (57%)
Plans with provider compensation1 / 7 (14%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Lake St. Louis, 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

Lake St. Louis market comparison

Largest plan share of assets78%Medical Transportation Management, Inc. 401(K) Profit Sharing Plan
Participants per plan945Average across loaded plans
Plan sponsors6
Ranked by reported assets

Largest loaded plans in Lake St. Louis

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

  1. 1
    Medical Transportation Management, Inc. 401(K) Profit Sharing Plan$47.9M
    Medical Transportation Management, Inc. · 2023
  2. 2
    First Heartland Capital, Inc. 401(K) Profit Sharing Plan$11.5M
    First Heartland Capital, Inc. · 2023
  3. 3
    Pet Garden, Inc. Profit Sharing Plan$1.7M
    Pet Garden, Inc. · 2023
  4. 4
    Medical Transportation Management, Inc. Benefits Wrap Plannot reported in the loaded dataset
    Medical Transportation Management, Inc. · 2023
  5. 5
    National Information Solutions Cooperative Health And Welfare Benefits Plannot reported in the loaded dataset
    National Information Solutions · 2023

Largest plans in Lake St. Louis → · Lake St. Louis plans by participants → · Lake St. Louis plans with financial data → · Lake St. Louis plans with provider compensation → · $1B+ plans in Lake St. Louis →

Related Form 5500 pages