Fall River, 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, Fall River, WI has 7 loaded benefit plan(s) reported by 4 plan sponsor(s), with $89,266,288 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
7
Plan sponsors
4
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$89,266,288
Total reported liabilities (EOY)
$9,923,385
Total reported net assets (EOY)
$79,342,903

Contributions & income

Employer contributions
$1,511,204
Participant contributions
$2,151,513
Total income / additions
$22,426,602

Expenses & distributions

Benefits paid / distributions
$2,953,178
Total expenses
$3,364,016
Net increase / (decrease)
$19,062,586

Coverage

Total reported participants
1,211
Plans with financial statements
4
Plans with provider compensation
3

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Fall River, 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 Fall River, WI
PlanSponsorReported assets (EOY)Year
Badger Custom Pallets, Inc. Employee Stock Ownership PlanBadger Custom Pallets$31,034,0992023
The Fall River Group, Inc. Employees' 401(K) Profit Sharing PlanThe Fall River Group, Inc.$29,022,4402023
E.K. Machine Company, Inc. Retirement Savings PlanE.K. Machine Company, Inc.$14,815,3512023
Schumann Printers, Inc. Retirement ProgramSchumann Printers, Inc.$14,394,3982023
E.K. Machine Company, Inc. Welfare Benefit PlanE.K. Machine Company, Inc.not reported in the loaded dataset2023
Schumann Printers, Inc. Welfare Benefit PlanSchumann Printers, Inc.not reported in the loaded dataset2023
The Fall River Group, Inc. Employee'S Group Insurance PlanThe Fall River Group, Inc.not reported in the loaded dataset2023

Related Form 5500 pages