Hartford, 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, Hartford, WI has 10 loaded benefit plan(s) reported by 9 plan sponsor(s), with $96,403,782 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 10
- Plan sponsors
- 9
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $96,403,782
- Total reported liabilities (EOY)
- $21,972
- Total reported net assets (EOY)
- $96,381,810
Contributions & income
- Employer contributions
- $1,678,057
- Participant contributions
- $3,510,752
- Total income / additions
- $16,030,444
Expenses & distributions
- Benefits paid / distributions
- $9,624,257
- Total expenses
- $10,403,765
- Net increase / (decrease)
- $5,626,679
Coverage
- Total reported participants
- 3,053
- Plans with financial statements
- 8
- Plans with provider compensation
- 3
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Hartford, 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 |
|---|---|---|---|
| Nortek Retirement Plan | Broan-Nutone LLC | $49,740,801 | 2023 |
| Steel-Craft Corp. Of Hartford Employees' 401(K) Profit-Sharing Plan | Steel-Craft Corp. Of Hartford | $21,738,302 | 2023 |
| Helgesen Industries, Inc. Profit Sharing 401(K) Plan | Helgesen Industries, Inc. | $20,333,764 | 2023 |
| Fnb Hartford Bancorp, Inc. Employee Stock Ownership Plan And Trust | Fnb Hartford Bancorp, Inc. | $3,962,251 | 2023 |
| Jade Otter Inc. Retirement Plan | Jade Otter Inc. | $282,363 | 2023 |
| Hammerstone Tools, Inc. Retirement Plan | Hammerstone Tools, Inc. | $228,744 | 2023 |
| Sac Corporation 401(K) Plan | Sac Corporation | $117,557 | 2023 |
| Quikru Corporation 401(K) Plan | Quikru Corporation | $0 | 2023 |
| Char Holdings, LLC Dba Steel Craft Corp. Of Hartford Employee Benefit Plan | Char Holdings, LLC Dba Steel Craft Corp. Of Hartford | not reported in the loaded dataset | 2023 |
| Helgesen Industries, Inc. Welfare Benefit Plan | Helgesen Industries, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Hartford → · Hartford plans by participants → · Hartford plans with financial data → · Hartford plans with provider compensation → · $1B+ plans in Hartford →
Related Form 5500 pages
- All WI Form 5500 filings
- Nortek Retirement Plan (plan 008)
- Broan-Nutone LLC — all reported plans
- Steel-Craft Corp. Of Hartford Employees' 401(K) Profit-Sharing Plan (plan 003)
- Steel-Craft Corp. Of Hartford — all reported plans
- Helgesen Industries, Inc. Profit Sharing 401(K) Plan (plan 001)
- Helgesen Industries, Inc. — all reported plans
- Fnb Hartford Bancorp, Inc. Employee Stock Ownership Plan And Trust (plan 002)
- Fnb Hartford Bancorp, Inc. — all reported plans
- Jade Otter Inc. Retirement Plan (plan 001)
- Jade Otter Inc. — all reported plans
- Hammerstone Tools, Inc. Retirement Plan (plan 001)
- Hammerstone Tools, Inc. — all reported plans
- Sac Corporation 401(K) Plan (plan 001)
- Sac Corporation — all reported plans
- Quikru Corporation 401(K) Plan (plan 001)
- Quikru Corporation — all reported plans
- Char Holdings, LLC Dba Steel Craft Corp. Of Hartford Employee Benefit Plan (plan 501)
- Char Holdings, LLC Dba Steel Craft Corp. Of Hartford — all reported plans
- Helgesen Industries, Inc. Welfare Benefit Plan (plan 501)
- Methodology
- Data sources