Lake Delton, 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, Lake Delton, WI has 4 loaded benefit plan(s) reported by 3 plan sponsor(s), with $16,995,509 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
- 3
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $16,995,509
- Total reported liabilities (EOY)
- $27
- Total reported net assets (EOY)
- $16,995,482
Contributions & income
- Employer contributions
- $651,593
- Participant contributions
- $302,263
- Total income / additions
- $3,340,823
Expenses & distributions
- Benefits paid / distributions
- $781,990
- Total expenses
- $812,063
- Net increase / (decrease)
- $2,528,760
Coverage
- Total reported participants
- 703
- Plans with financial statements
- 1
- Plans with provider compensation
- 1
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Lake Delton, 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 |
|---|---|---|---|
| Scott Construction, Inc. Hourly Employees Retirement Savings Plan | Scott Construction, Inc. | $16,995,509 | 2023 |
| Scott Construction Co., Inc. Group Hospital And Life Insurance Plan | Scott Construction Co., Inc. | not reported in the loaded dataset | 2023 |
| Holtz Company Wrap Plan | Holtz Builders, Inc. | not reported in the loaded dataset | 2023 |
| Katee Sales, Inc | Katee Sales, Inc | not reported in the loaded dataset | 2023 |
Largest plans in Lake Delton → · Lake Delton plans by participants → · Lake Delton plans with financial data → · Lake Delton plans with provider compensation → · $1B+ plans in Lake Delton →
Related Form 5500 pages
- All WI Form 5500 filings
- Scott Construction, Inc. Hourly Employees Retirement Savings Plan (plan 001)
- Scott Construction, Inc. — all reported plans
- Scott Construction Co., Inc. Group Hospital And Life Insurance Plan (plan 501)
- Holtz Company Wrap Plan (plan 501)
- Holtz Builders, Inc. — all reported plans
- Katee Sales, Inc (plan 701)
- Katee Sales, Inc — all reported plans
- Methodology
- Data sources