Boscobel, WI 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, Boscobel, WI has 4 loaded benefit plan(s) reported by 3 plan sponsor(s), with $28,126,448 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
4
Plan sponsors
3
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$28,126,448
Total reported liabilities (EOY)
$1,010,796
Total reported net assets (EOY)
$27,115,652

Contributions & income

Employer contributions
$644,404
Participant contributions
$1,384,920
Total income / additions
$4,697,038

Expenses & distributions

Benefits paid / distributions
$994,737
Total expenses
$1,152,625
Net increase / (decrease)
$3,544,413

Coverage

Total reported participants
707
Plans with financial statements
3
Plans with provider compensation
2

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Boscobel, WI 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.

Largest loaded plans by reported assets

Largest loaded plans in Boscobel, WI
PlanSponsorReported assets (EOY)Year
Community First Bank 401(K) Profit Sharing PlanCommunity First Bank$12,628,4292023
Gundersen Boscobel Area Hospital And Clinics Retirement PlanGundersen Boscobel Area Hospital And Clinics$11,954,1462023
Community First Bank Employee Stock Ownership PlanBoscobel Bancorp Inc.$3,543,8732023
Gundersen Boscobel Hospital And Clinics Flexible Compensation PlanGundersen Boscobel Area Hospital And Clinicsnot reported in the loaded dataset2023

Related Form 5500 pages