Hortonville, 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, Hortonville, WI has 4 loaded benefit plan(s) reported by 4 plan sponsor(s), with $13,956,138 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
4
Plan sponsors
4
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$13,956,138
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$13,956,138

Contributions & income

Employer contributions
$248,573
Participant contributions
$273,792
Total income / additions
$2,807,241

Expenses & distributions

Benefits paid / distributions
$3,094,524
Total expenses
$3,125,332
Net increase / (decrease)
-$318,091

Coverage

Total reported participants
354
Plans with financial statements
3
Plans with provider compensation
0

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Hortonville, 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 Hortonville, WI
PlanSponsorReported assets (EOY)Year
Nutrition Professionals, Inc. 401(K) Profit Sharing PlanNutrition Professionals, Inc.$8,721,3982023
Midcon Products, Inc. Retirement PlanMidcon Products, Inc.$5,099,3882023
Js Holdings, Inc. 401(K) PlanJs Holdings, Inc.$135,3522023
Riesterer & Schnell Employee Benefit PlanRiesterer & Schnell, Inc.not reported in the loaded dataset2023

Related Form 5500 pages