Plan5500

Anna, OH 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, Anna, OH has 2 loaded benefit plan(s) reported by 1 plan sponsor(s), with $13,489,578 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
2
Plan sponsors
1
Latest filing year
2023

What stands out in Anna

  • 2 loaded plans hold $13.5M in reported assets across 1 sponsors.
  • The largest, Wells Brothers, Inc. / Panel Control, Inc. 401(K) Plan, holds 100% of reported Anna plan assets.
  • Plans cover 350 participants — about 175 per plan.
  • 50% of loaded plans report full Schedule H/I financial statements.
  • 50% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$13.5MSummed across loaded plans$13,489,578
Total reported assets$13.5M$13,489,578
Total reported participants350
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$13.5M total assets
Net assets$13.5MLiabilities$0
Contributions & income
Employer contributions$355.8K
Participant contributions$1.1M
Total income / additions$3.4M
Expenses & distributions
Benefits paid / distributions$982.8K
Total expenses$997.6K
Net increase / (decrease)$2.4M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

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

Anna market comparison

Largest plan share of assets100%Wells Brothers, Inc. / Panel Control, Inc. 401(K) Plan
Participants per plan175Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Anna

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

  1. 1
    Wells Brothers, Inc. / Panel Control, Inc. 401(K) Plan$13.5M
    Wells Brothers, Inc. · 2023
  2. 2
    Wells Brothers, Inc. Employee Benefit Plannot reported in the loaded dataset
    Wells Brothers, Inc. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages