Plan5500

Wildwood, 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, Wildwood, MO has 9 loaded benefit plan(s) reported by 9 plan sponsor(s), with $1,487,503 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
9
Plan sponsors
9
Latest filing year
2023

What stands out in Wildwood

  • 9 loaded plans hold $1.5M in reported assets across 9 sponsors.
  • The largest, Kaoh Esop Incentive Fund, holds 32% of reported Wildwood plan assets.
  • Plans cover 34 participants — about 4 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets-$2.3MSummed across loaded plans-$2,253,908
Total reported assets$1.5M$1,487,503
Total reported participants34
Total reported liabilities$3.7M$3,741,411

Reported net position

Reported assets = net assets + liabilities (summed)$1.5M total assets
Net assets-$2.3MLiabilities$3.7M
Contributions & income
Employer contributions$199K
Participant contributions$14.3K
Total income / additions$474.2K
Expenses & distributions
Benefits paid / distributions$298.8K
Total expenses$462.6K
Net increase / (decrease)$11.5K

Data coverage

Plans with financial statements9 / 9 (100%)
Plans with provider compensation0 / 9 ()

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

Wildwood market comparison

Largest plan share of assets32%Kaoh Esop Incentive Fund
Participants per plan4Average across loaded plans
Plan sponsors9
Ranked by reported assets

Largest loaded plans in Wildwood

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

  1. 1
    Kaoh Esop Incentive Fund$470K
    Kaoh Esop Incentive Fund · 2023
  2. 2
    Lacombe Enterprises, Inc. Retirement Plan$416.3K
    Lacombe Enterprises, Inc. · 2023
  3. 3
    Innovative Business Technologies, Inc. 401(K) Plan$211.9K
    Innovative Business Technologies, Inc. · 2023
  4. 4
    Bold Serenity Inc. Retirement Plan$159.3K
    Bold Serenity Inc. · 2023
  5. 5
    Atharva Technology Group, Inc. 401(K) Profit Sharing Plan$122K
    Atharva Technology Group, Inc. · 2023
  6. 6
    Kirby Business Management Inc. Retirement Plan$108.1K
    Kirby Business Management Inc. · 2023
  7. 7
    Topaz Signworks, Inc. 401(K) Profit Sharing Plan$0
    Topaz Signworks, Inc. · 2023
  8. 8
    La Conover, Inc. Retirement Plan$0
    La Conover, Inc. · 2023
  9. 9
    Cratinat Pet Care Inc. Retirement Plan$0
    Cratinat Pet Care Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Wildwood, MO?
9 plan(s) reported by 9 sponsor(s) are loaded for Wildwood, MO.

Related Form 5500 pages