Burlington, 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, Burlington, WI has 19 loaded benefit plan(s) reported by 11 plan sponsor(s), with $191,915,375 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 19
- Plan sponsors
- 11
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $191,915,375
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $191,915,375
Contributions & income
- Employer contributions
- $5,028,653
- Participant contributions
- $10,790,747
- Total income / additions
- $47,737,136
Expenses & distributions
- Benefits paid / distributions
- $11,700,702
- Total expenses
- $12,318,263
- Net increase / (decrease)
- $35,418,873
Coverage
- Total reported participants
- 4,555
- Plans with financial statements
- 11
- Plans with provider compensation
- 5
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Burlington, 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
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Lynch Companies 401(K) Savings Plan | Ldv, Inc. | $72,097,173 | 2023 |
| Lavelle Industries, Inc. Profit Sharing And 401(K) Savings Plan | Lavelle Industries, Inc. | $41,099,879 | 2023 |
| Wisconsin Vision Associates, Inc. 401k Profit Sharing Plan | Wisconsin Vision Associates, Inc. | $23,185,834 | 2023 |
| The Elkin Company & Affiliates Profit Sharing Plan | The Elkin Company, LLC | $19,247,734 | 2023 |
| Veteran'S Truck Line Inc. 401k/ Employee Profit | Veteran'S Truck Line, Inc. | $12,516,112 | 2023 |
| Cannella Response Television 401(K) Plan | Cannella Response Television, LLC | $11,769,714 | 2023 |
| The Wanasek Corp. 401(K) Plan | The Wanasek Corporation | $6,389,767 | 2023 |
| Cornerstone Communication Inc 401(K) Profit Sharing Plan & Trust | Cornerstone Communication Inc | $2,540,971 | 2023 |
| Saylaco Incorporated Profit Sharing Plan & Trust | Saylaco Incorporated | $1,799,504 | 2023 |
| Sandalstone Ventures, Inc. 401(K) Profit Sharing Plan | Sandalstone Ventures, Inc. | $1,087,757 | 2023 |
| Papa-Bam, Inc. 401(K) Profit Sharing Plan | Papa-Bam, Inc. | $180,930 | 2023 |
| Veterans Truck Line, Inc Std And Life Plan | Veterans Truck Line, Inc. | not reported in the loaded dataset | 2023 |
| Veterans Truck Line, Inc. Employee Benefits Program | Veterans Truck Line, Inc. | not reported in the loaded dataset | 2023 |
| Lynch Companies Medical, Dental, Life & Disability Plan | Lynch Companies | not reported in the loaded dataset | 2023 |
| Veteran'S Truck Line, Inc. Short-Term Disability Plan | Veteran'S Truck Line, Inc. | not reported in the loaded dataset | 2023 |
| Wisconsin Vision Associates, Inc. Section 105 Health Reimbursement Arrangement Plan | Wisconsin Vision Associates, Inc. | not reported in the loaded dataset | 2023 |
| Veteran'S Truck Line, Inc. Health Plan | Veteran'S Truck Line, Inc. | not reported in the loaded dataset | 2023 |
| Veteran'S Truck Line, Inc. Health Reimbursement Plan | Veterans Truck Line, Inc. | not reported in the loaded dataset | 2023 |
| Lavelle Industries, Inc Health And Welfare Benefit Plan | Lavelle Industries, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Burlington → · Burlington plans by participants → · Burlington plans with financial data → · Burlington plans with provider compensation → · $1B+ plans in Burlington →
Related Form 5500 pages
- All WI Form 5500 filings
- Lynch Companies 401(K) Savings Plan (plan 001)
- Ldv, Inc. — all reported plans
- Lavelle Industries, Inc. Profit Sharing And 401(K) Savings Plan (plan 001)
- Lavelle Industries, Inc. — all reported plans
- Wisconsin Vision Associates, Inc. 401k Profit Sharing Plan (plan 001)
- Wisconsin Vision Associates, Inc. — all reported plans
- The Elkin Company & Affiliates Profit Sharing Plan (plan 333)
- The Elkin Company, LLC — all reported plans
- Veteran'S Truck Line Inc. 401k/ Employee Profit (plan 001)
- Veteran'S Truck Line, Inc. — all reported plans
- Cannella Response Television 401(K) Plan (plan 001)
- Cannella Response Television, LLC — all reported plans
- The Wanasek Corp. 401(K) Plan (plan 001)
- The Wanasek Corporation — all reported plans
- Cornerstone Communication Inc 401(K) Profit Sharing Plan & Trust (plan 001)
- Cornerstone Communication Inc — all reported plans
- Saylaco Incorporated Profit Sharing Plan & Trust (plan 001)
- Saylaco Incorporated — all reported plans
- Sandalstone Ventures, Inc. 401(K) Profit Sharing Plan (plan 001)
- Sandalstone Ventures, Inc. — all reported plans
- Papa-Bam, Inc. 401(K) Profit Sharing Plan (plan 001)
- Papa-Bam, Inc. — all reported plans
- Veterans Truck Line, Inc Std And Life Plan (plan 505)
- Veterans Truck Line, Inc. Employee Benefits Program (plan 504)
- Lynch Companies Medical, Dental, Life & Disability Plan (plan 501)
- Veteran'S Truck Line, Inc. Short-Term Disability Plan (plan 503)
- Methodology
- Data sources