Plan5500

Theisen Supply, Inc — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Theisen Supply, Inc (EIN 42-1286174) is a plan sponsor located in Dubuque, IA with 4 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
42-1286174
Location
Dubuque, IA
Loaded plans
5
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$17.3MSummed across loaded plans$17,301,847
Total reported assets$17.3M$17,301,847
Total reported participants2.5K2,466
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$17.3M total assets
Net assets$17.3MLiabilities$0
Contributions & income
Employer contributions$291.2K
Participant contributions$1M
Total income / additions$3.8M
Expenses & distributions
Benefits paid / distributions$1.2M
Total expenses$1.3M
Net increase / (decrease)$2.4M

Data coverage

Plans with financial statements1 / 5 (20%)
Plans with provider compensation1 / 5 (20%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's 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

Portfolio comparison

Largest plan share of assets100%Theisen'S Associates 401(K) Plan
Participants per plan493Average across loaded plans
Loaded plans5
Ranked by reported assets

Largest loaded plans

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

  1. 1
    Theisen'S Associates 401(K) Plan$17.3M
    Plan #001 · 1,125 participants · 2023
  2. 2
    Theisen Supply, Inc Dental And Temporary Disability Income Plannot reported in the loaded dataset
    Plan #501 · 421 participants · 2023
  3. 3
    Theisen Supply, Inc Employee Group Term Life Insurance & Ad&D Plannot reported in the loaded dataset
    Plan #504 · 387 participants · 2023
  4. 4
    Theisen Supply, Inc Vision Benefit Plannot reported in the loaded dataset
    Plan #505 · 298 participants · 2023
  5. 5
    Theisen Supply, Inc Employee Long Term Disability Plannot reported in the loaded dataset
    Plan #503 · 235 participants · 2023

Search all 5 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Theisen Supply, Inc
YearPlanParticipantsSchedulesFiling
2023Theisen Supply, Inc Dental And Temporary Disability Income Plan421—20240618140727NAL0002762689001
2023Theisen Supply, Inc Employee Long Term Disability Plan235—20240618141230NAL0001724931002
2023Theisen Supply, Inc Employee Group Term Life Insurance & Ad&D Plan387—20240618141230NAL0001724931003
2023Theisen Supply, Inc Vision Benefit Plan298—20240618141230NAL0001724931004
2023Theisen'S Associates 401(K) Plan1,125H, C20241010140426NAL0034309264001

Related Form 5500 pages