Cedar Grove, 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, Cedar Grove, WI has 4 loaded benefit plan(s) reported by 2 plan sponsor(s), with $7,723,612 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
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$7,723,612
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$7,723,612

Contributions & income

Employer contributions
$206,526
Participant contributions
$358,488
Total income / additions
$1,593,845

Expenses & distributions

Benefits paid / distributions
$277,149
Total expenses
$320,294
Net increase / (decrease)
$1,273,551

Coverage

Total reported participants
511
Plans with financial statements
2
Plans with provider compensation
2

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Cedar Grove, 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 Cedar Grove, WI
PlanSponsorReported assets (EOY)Year
Retirement Plan For Hourly Production Employees Of Willman Industries, Inc.Willman Industries, Inc.$3,873,5492023
Cedar Grove Warehouse Inc 401(K) PlanCedar Grove Warehouse Inc$3,850,0632023
Cedar Grove Warehouse, Inc Welfare Benefit PlanCedar Grove Warehouse, Incnot reported in the loaded dataset2023
Willman Industries Medical & Short Term Disability PlanWillman Industries, Inc.not reported in the loaded dataset2023

Related Form 5500 pages