Ofallon, 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, Ofallon, MO has 19 loaded benefit plan(s) reported by 18 plan sponsor(s), with $87,474,872 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 19
- Plan sponsors
- 18
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $87,474,872
- Total reported liabilities (EOY)
- $28,618,674
- Total reported net assets (EOY)
- $58,856,198
Contributions & income
- Employer contributions
- $3,982,532
- Participant contributions
- $5,975,356
- Total income / additions
- -$1,816,955
Expenses & distributions
- Benefits paid / distributions
- $3,942,140
- Total expenses
- $4,714,504
- Net increase / (decrease)
- -$6,531,459
Coverage
- Total reported participants
- 2,711
- Plans with financial statements
- 12
- Plans with provider compensation
- 4
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Ofallon, 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
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Sak 401(K) Plan | Sunlight Peak, Lllp Dba Sak LLC | $32,840,108 | 2023 |
| Trinity Group Holdings, Inc. Employee Stock Ownership Plan | Trinity Group Holdings, Inc. | $23,882,608 | 2023 |
| Trinity Products LLC 401(K) Plan | Trinity Metal Products LLC | $10,717,718 | 2023 |
| Frank Leta Holding Co. 401(K) Plan | Frank Leta Holding Co. | $8,213,718 | 2023 |
| True Fitness Technology, Inc. Profit Sharing Plan | True Fitness Technology, Inc. | $6,676,890 | 2023 |
| Ortho Solutions, L.C. 401(K) Profit Sharing Plan And Trust | Ortho Solutions, L.C. | $4,478,088 | 2023 |
| Freedom Group Retirement Plan | Freedom Group, Inc. | $352,281 | 2023 |
| The Mcdaniel Partners Incorporated Retirement Plan | The Mcdaniel Partners, Incorporated | $167,044 | 2023 |
| Urbane Logistics, Inc. 401(K) Plan | Urbane Logistics, Inc. | $114,547 | 2023 |
| Dkdk Inc 401(K) Plan | Dkdk Inc 401(K) Plan | $24,500 | 2023 |
| Bina Enterprises, Inc. 401(K) Profit Sharing Plan | Bina Enterprises, Inc. | $4,905 | 2023 |
| Jr Corps Industries Retirement Plan | Jr Corps Industries, Inc. | $2,465 | 2023 |
| Sak Construction, LLC Employee Benefit Plan | Sak Construction, LLC | not reported in the loaded dataset | 2023 |
| O'Fallon Buick Gmc LLC Group Plan | O'Fallon Buick Gmc, LLC | not reported in the loaded dataset | 2023 |
| Ungerboeck Systems International Flexible Benefit Plan | Ungerboeck Systems International, Inc. | not reported in the loaded dataset | 2023 |
| O'Fallon Casting Employee Benefits Plan | O'Fallon Casting | not reported in the loaded dataset | 2023 |
| Vsm Abrasives Corporation Group Health Insurance | Vsm Abrasives Inc. | not reported in the loaded dataset | 2023 |
| Flat World Holdings Medical Benefits Plan | Flat World Holdings | not reported in the loaded dataset | 2023 |
| Flat World Holdings Welfare Benefits Plan | Flat World Holdings | not reported in the loaded dataset | 2023 |
Largest plans in Ofallon → · Ofallon plans by participants → · Ofallon plans with financial data → · Ofallon plans with provider compensation → · $1B+ plans in Ofallon →
Related Form 5500 pages
- All MO Form 5500 filings
- Sak 401(K) Plan (plan 001)
- Sunlight Peak, Lllp Dba Sak LLC — all reported plans
- Trinity Group Holdings, Inc. Employee Stock Ownership Plan (plan 001)
- Trinity Group Holdings, Inc. — all reported plans
- Trinity Products LLC 401(K) Plan (plan 002)
- Trinity Metal Products LLC — all reported plans
- Frank Leta Holding Co. 401(K) Plan (plan 001)
- Frank Leta Holding Co. — all reported plans
- True Fitness Technology, Inc. Profit Sharing Plan (plan 001)
- True Fitness Technology, Inc. — all reported plans
- Ortho Solutions, L.C. 401(K) Profit Sharing Plan And Trust (plan 002)
- Ortho Solutions, L.C. — all reported plans
- Freedom Group Retirement Plan (plan 001)
- Freedom Group, Inc. — all reported plans
- The Mcdaniel Partners Incorporated Retirement Plan (plan 001)
- The Mcdaniel Partners, Incorporated — all reported plans
- Urbane Logistics, Inc. 401(K) Plan (plan 001)
- Urbane Logistics, Inc. — all reported plans
- Dkdk Inc 401(K) Plan (plan 001)
- Dkdk Inc 401(K) Plan — all reported plans
- Bina Enterprises, Inc. 401(K) Profit Sharing Plan (plan 001)
- Bina Enterprises, Inc. — all reported plans
- Jr Corps Industries Retirement Plan (plan 001)
- Jr Corps Industries, Inc. — all reported plans
- Sak Construction, LLC Employee Benefit Plan (plan 501)
- Sak Construction, LLC — all reported plans
- O'Fallon Buick Gmc LLC Group Plan (plan 501)
- O'Fallon Buick Gmc, LLC — all reported plans
- Ungerboeck Systems International Flexible Benefit Plan (plan 501)
- Ungerboeck Systems International, Inc. — all reported plans
- Methodology
- Data sources