Hales Corners, 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, Hales Corners, WI has 6 loaded benefit plan(s) reported by 5 plan sponsor(s), with $40,650,851 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 6
- Plan sponsors
- 5
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $40,650,851
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $40,650,851
Contributions & income
- Employer contributions
- $499,016
- Participant contributions
- $1,709,200
- Total income / additions
- $7,655,886
Expenses & distributions
- Benefits paid / distributions
- $3,261,147
- Total expenses
- $3,394,937
- Net increase / (decrease)
- $4,260,949
Coverage
- Total reported participants
- 786
- Plans with financial statements
- 5
- Plans with provider compensation
- 2
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Hales Corners, 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 |
|---|---|---|---|
| Holz Motors, Inc. Master Trust | Holz Motors, Inc. | $14,935,004 | 2023 |
| Holz Motors, Inc. 401k Savings Plan | Holz Motors, Inc | $13,137,522 | 2023 |
| Regency Terrace South 401(K) Profit Sharing Plan | Regency Terrace South, Inc. | $5,807,637 | 2023 |
| Wimmer Brothers Savings & Retirement Plan | Wimmer Brothers Realty, Inc. | $5,057,777 | 2023 |
| Autism Treatment For Children, LLC 401(K) Plan | Autism Treatment For Children, LLC | $1,712,911 | 2023 |
| Wimmer Communities, LLC Employee Benefit Plan | Wimmer Communities, LLC | not reported in the loaded dataset | 2023 |
Largest plans in Hales Corners → · Hales Corners plans by participants → · Hales Corners plans with financial data → · Hales Corners plans with provider compensation → · $1B+ plans in Hales Corners →
Related Form 5500 pages
- All WI Form 5500 filings
- Holz Motors, Inc. Master Trust (plan 100)
- Holz Motors, Inc. — all reported plans
- Holz Motors, Inc. 401k Savings Plan (plan 002)
- Regency Terrace South 401(K) Profit Sharing Plan (plan 001)
- Regency Terrace South, Inc. — all reported plans
- Wimmer Brothers Savings & Retirement Plan (plan 001)
- Wimmer Brothers Realty, Inc. — all reported plans
- Autism Treatment For Children, LLC 401(K) Plan (plan 001)
- Autism Treatment For Children, LLC — all reported plans
- Wimmer Communities, LLC Employee Benefit Plan (plan 501)
- Wimmer Communities, LLC — all reported plans
- Methodology
- Data sources