Glen Flora, 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, Glen Flora, WI has 2 loaded benefit plan(s) reported by 1 plan sponsor(s), with $13,743,330 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
2
Plan sponsors
1
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$13,743,330
Total reported liabilities (EOY)
$294,009
Total reported net assets (EOY)
$13,449,321

Contributions & income

Employer contributions
$259,327
Participant contributions
$217,050
Total income / additions
$832,716

Expenses & distributions

Benefits paid / distributions
$1,002,429
Total expenses
$1,048,442
Net increase / (decrease)
-$215,726

Coverage

Total reported participants
178
Plans with financial statements
2
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Glen Flora, 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 Glen Flora, WI
PlanSponsorReported assets (EOY)Year
Artisans, Inc. 401(K) Profit Sharing Plan And TrustArtisans, Inc.$8,536,9872023
Artisans, Inc. Employee Stock Ownership Plan And TrustArtisans, Inc.$5,206,3432023

Related Form 5500 pages