Rolla, 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, Rolla, MO has 6 loaded benefit plan(s) reported by 5 plan sponsor(s), with $142,008,999 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 6
- Plan sponsors
- 5
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $142,008,999
- Total reported liabilities (EOY)
- $13,428,416
- Total reported net assets (EOY)
- $128,580,583
Contributions & income
- Employer contributions
- $2,243,567
- Participant contributions
- $3,615,600
- Total income / additions
- $25,602,109
Expenses & distributions
- Benefits paid / distributions
- $7,180,966
- Total expenses
- $7,739,299
- Net increase / (decrease)
- $17,862,810
Coverage
- Total reported participants
- 1,472
- Plans with financial statements
- 5
- Plans with provider compensation
- 2
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Rolla, 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 |
|---|---|---|---|
| Brewer Science, Inc. 401(K) Plan | Brewer Science, Inc. | $65,504,206 | 2023 |
| Phelps County Bank Employee Stock Ownership Plan | Phelps County Bancshares, Inc. | $50,182,163 | 2023 |
| Brewer Science Employee Stock Ownership Plan | Terla Holding Company Public Benefit Corporation | $23,545,501 | 2023 |
| Williams, Robinson Et Al 401(K) Plan & Trust | Williams, Robinson, Rigler & Buschjost, P.C. | $2,711,237 | 2023 |
| Kimberlin Corporation 401(K) Profit Sharing Plan | Kimberlin Corporation | $65,892 | 2023 |
| Brewer Science, Inc. Wrap Plan | Brewer Science, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Rolla → · Rolla plans by participants → · Rolla plans with financial data → · Rolla plans with provider compensation → · $1B+ plans in Rolla →
Related Form 5500 pages
- All MO Form 5500 filings
- Brewer Science, Inc. 401(K) Plan (plan 001)
- Brewer Science, Inc. — all reported plans
- Phelps County Bank Employee Stock Ownership Plan (plan 003)
- Phelps County Bancshares, Inc. — all reported plans
- Brewer Science Employee Stock Ownership Plan (plan 002)
- Terla Holding Company Public Benefit Corporation — all reported plans
- Williams, Robinson Et Al 401(K) Plan & Trust (plan 001)
- Williams, Robinson, Rigler & Buschjost, P.C. — all reported plans
- Kimberlin Corporation 401(K) Profit Sharing Plan (plan 001)
- Kimberlin Corporation — all reported plans
- Brewer Science, Inc. Wrap Plan (plan 503)
- Methodology
- Data sources