Plan5500

Wahpenton, ND 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, Wahpenton, ND has 1 loaded benefit plan(s) reported by 1 plan sponsor(s), with $9,734,333 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
1
Plan sponsors
1
Latest filing year
2023

What stands out in Wahpenton

  • 1 loaded plans hold $9.7M in reported assets across 1 sponsors.
  • The largest, Cdi Services, Inc. Employee Stock Ownership Plan & Trust, holds 100% of reported Wahpenton plan assets.
  • Plans cover 315 participants — about 315 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$9.4MSummed across loaded plans$9,431,994
Total reported assets$9.7M$9,734,333
Total reported participants315
Total reported liabilities$302.3K$302,339

Reported net position

Reported assets = net assets + liabilities (summed)$9.7M total assets
Net assets$9.4MLiabilities$302.3K
Contributions & income
Employer contributions$725.2K
Participant contributionsNot reported
Total income / additions$783.4K
Expenses & distributions
Benefits paid / distributions$572.7K
Total expenses$581.6K
Net increase / (decrease)$201.8K

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation0 / 1 ()

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

Wahpenton market comparison

Largest plan share of assets100%Cdi Services, Inc. Employee Stock Ownership Plan & Trust
Participants per plan315Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Wahpenton

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

  1. 1
    Cdi Services, Inc. Employee Stock Ownership Plan & Trust$9.7M
    Cdi Services, Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Wahpenton, ND?
1 plan(s) reported by 1 sponsor(s) are loaded for Wahpenton, ND.

Related Form 5500 pages