Pleasant Valley, 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, Pleasant Valley, MO has 3 loaded benefit plan(s) reported by 2 plan sponsor(s), with $20,599,919 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
3
Plan sponsors
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$20,599,919
Total reported liabilities (EOY)
$6,056
Total reported net assets (EOY)
$20,593,863

Contributions & income

Employer contributions
$1,298,358
Participant contributions
$1,330,847
Total income / additions
$5,849,707

Expenses & distributions

Benefits paid / distributions
$1,518,962
Total expenses
$1,630,020
Net increase / (decrease)
$4,219,687

Coverage

Total reported participants
551
Plans with financial statements
2
Plans with provider compensation
2

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Pleasant Valley, 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 Pleasant Valley, MO
PlanSponsorReported assets (EOY)Year
Barts Electric Company, Inc. Employees 401k PlanBarts Electric Company, Inc.$17,432,3792023
Kaw Services, Inc. 401(K) Profit Sharing PlanKaw Services, Inc.$3,167,5402023
Barts Electric Health And Welfare PlanBarts Electric Company, Inc.not reported in the loaded dataset2023

Related Form 5500 pages