Neosho, 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, Neosho, MO has 12 loaded benefit plan(s) reported by 9 plan sponsor(s), with $61,240,083 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
12
Plan sponsors
9
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$61,240,083
Total reported liabilities (EOY)
$13,612,993
Total reported net assets (EOY)
$47,627,090

Contributions & income

Employer contributions
$2,100,379
Participant contributions
$2,213,310
Total income / additions
$11,218,988

Expenses & distributions

Benefits paid / distributions
$4,756,745
Total expenses
$5,007,412
Net increase / (decrease)
$6,211,576

Coverage

Total reported participants
2,244
Plans with financial statements
7
Plans with provider compensation
5

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Neosho, 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 Neosho, MO
PlanSponsorReported assets (EOY)Year
Community Bancshares, Inc. Employee Stock Ownership PlanCommunity Bancshares, Inc.$27,041,5822023
K & S Wire Products, Inc. Employee Stock Ownership PlanK & S Wire Products, Inc.$9,707,3392023
Ozark Tri-County Health Care Consortium Dba Access Family Care 401(K) PlanOzark Tri-County Health Care Consortium Dba Access Family Care$7,041,2982023
Branco Enterprises, Inc. 401(K) Profit Sharing PlanBranco Enterprises, Inc.$6,334,5902023
Co-Op 401(K) PlanOpal Foods Cooperative, Inc.$5,630,6112023
Missouri Walnut, LLC 401(K) PlanMissouri Walnut, LLC$5,376,4812023
Bsh Campground Retirement PlanBsh Campground Inc.$108,1822023
Ozark Tri-County Health Care Consortium Dba Access Family Care Employee Benefits PlanOzark Tri-County Health Care Consortium Dba Access Family Carenot reported in the loaded dataset2023
Community Bank And Trust Employee Benefits PlanCommunity Bank And Trust Employee Benefits Plannot reported in the loaded dataset2023
Missouri Walnut Health And Welfare Benefit PlanMissouri Walnut, LLCnot reported in the loaded dataset2023
Opal Foods Cooperative, Inc. Welfare Benefit PlanOpal Foods Cooperative, Inc.not reported in the loaded dataset2023
Certified Express, IncCertified Express, Incnot reported in the loaded dataset2023

Related Form 5500 pages