Plan5500

Sutton, NE 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, Sutton, NE has 3 loaded benefit plan(s) reported by 2 plan sponsor(s), with $52,031,533 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

What stands out in Sutton

  • 3 loaded plans hold $52M in reported assets across 2 sponsors.
  • The largest, Van Kirk Brothers Contracting Employee Stock Ownership Plan, holds 86% of reported Sutton plan assets.
  • Plans cover 270 participants — about 90 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$34.5MSummed across loaded plans$34,455,294
Total reported assets$52M$52,031,533
Total reported participants270
Total reported liabilities$17.6M$17,576,239

Reported net position

Reported assets = net assets + liabilities (summed)$52M total assets
Net assets$34.5MLiabilities$17.6M
Contributions & income
Employer contributions$1.3M
Participant contributions$258.8K
Total income / additions$25.5M
Expenses & distributions
Benefits paid / distributions$1.8M
Total expenses$2.4M
Net increase / (decrease)$23.2M

Data coverage

Plans with financial statements3 / 3 (100%)
Plans with provider compensation0 / 3 ()

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

Sutton market comparison

Largest plan share of assets86%Van Kirk Brothers Contracting Employee Stock Ownership Plan
Participants per plan90Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Sutton

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

  1. 1
    Van Kirk Brothers Contracting Employee Stock Ownership Plan$44.7M
    Van Kirk Sand & Gravel, Inc. · 2023
  2. 2
    Van Kirk Brothers Contracting 401(K) Plan$4.6M
    Van Kirk Sand & Gravel, Inc. · 2023
  3. 3
    George Brothers, Inc. 401(K) Profit Sharing Plan$2.7M
    George Brothers, Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Sutton, NE?
3 plan(s) reported by 2 sponsor(s) are loaded for Sutton, NE.

Related Form 5500 pages