Plan5500

Mound City, 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, Mound City, MO has 2 loaded benefit plan(s) reported by 2 plan sponsor(s), with $6,029,640 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 Mound City

  • 2 loaded plans hold $6M in reported assets across 2 sponsors.
  • The largest, M Rogers Inc & Subsidiary 401(K) Profit Sharing Plan & Trust, holds 100% of reported Mound City plan assets.
  • Plans cover 167 participants — about 84 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • 50% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$6MSummed across loaded plans$6,029,640
Total reported assets$6M$6,029,640
Total reported participants167
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$6M total assets
Net assets$6MLiabilities$0
Contributions & income
Employer contributions$196.4K
Participant contributions$487.2K
Total income / additions$2.1M
Expenses & distributions
Benefits paid / distributions$111.4K
Total expenses$134.5K
Net increase / (decrease)$2M

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation1 / 2 (50%)

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

Mound City market comparison

Largest plan share of assets100%M Rogers Inc & Subsidiary 401(K) Profit Sharing Plan & Trust
Participants per plan84Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Mound City

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

  1. 1
    M Rogers Inc & Subsidiary 401(K) Profit Sharing Plan & Trust$6M
    M Rogers Inc & Subsidiary · 2023
  2. 2
    Djac 401k$21K
    Double J Adventures Corporation · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages