De Forest, 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, De Forest, WI has 3 loaded benefit plan(s) reported by 3 plan sponsor(s), with $10,318,777 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 3
- Plan sponsors
- 3
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $10,318,777
- Total reported liabilities (EOY)
- $1,573,881
- Total reported net assets (EOY)
- $8,744,896
Contributions & income
- Employer contributions
- $1,462,981
- Participant contributions
- $514,888
- Total income / additions
- $4,559,133
Expenses & distributions
- Benefits paid / distributions
- $634,352
- Total expenses
- $798,234
- Net increase / (decrease)
- $3,760,899
Coverage
- Total reported participants
- 441
- Plans with financial statements
- 3
- Plans with provider compensation
- 1
Totals sum the latest loaded 2023 public Form 5500 filing per plan for De Forest, 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 |
|---|---|---|---|
| E80 Holdings, Inc. Employee Stock Ownership Plan | E80 Holdings, Inc. | $7,005,393 | 2023 |
| Vannguard Utility Partners, Inc. 401(K) Plan | Vannguard Utility Partners, Inc. | $2,806,510 | 2023 |
| Driven, Inc. 401k Profit Sharing Plan | Driven, Inc. | $506,874 | 2023 |
Largest plans in De Forest → · De Forest plans by participants → · De Forest plans with financial data → · De Forest plans with provider compensation → · $1B+ plans in De Forest →
Related Form 5500 pages
- All WI Form 5500 filings
- E80 Holdings, Inc. Employee Stock Ownership Plan (plan 002)
- E80 Holdings, Inc. — all reported plans
- Vannguard Utility Partners, Inc. 401(K) Plan (plan 001)
- Vannguard Utility Partners, Inc. — all reported plans
- Driven, Inc. 401k Profit Sharing Plan (plan 001)
- Driven, Inc. — all reported plans
- Methodology
- Data sources