Minocqua, 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, Minocqua, WI has 4 loaded benefit plan(s) reported by 3 plan sponsor(s), with $17,111,151 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)
- $17,111,151
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $17,111,151
Contributions & income
- Employer contributions
- $386,854
- Participant contributions
- $659,120
- Total income / additions
- $4,588,418
Expenses & distributions
- Benefits paid / distributions
- $1,852,251
- Total expenses
- $1,936,881
- Net increase / (decrease)
- $2,651,537
Coverage
- Total reported participants
- 1,009
- Plans with financial statements
- 3
- Plans with provider compensation
- 2
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Minocqua, 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 |
|---|---|---|---|
| T.A. Solberg Co., Inc. 401(K) Plan | T.A. Solberg Co., Inc. | $14,246,456 | 2023 |
| Northern Wisconsin Stone Corp. 401(K) Plan | Northern Wisconsin Stone Corp. | $1,831,391 | 2023 |
| Island City Dray Profit Sharing Plan | Island City Dray Inc | $1,033,304 | 2023 |
| T.A. Solberg Co., Inc. Wrap Plan | T.A. Solberg Co., Inc | not reported in the loaded dataset | 2023 |
Largest plans in Minocqua → · Minocqua plans by participants → · Minocqua plans with financial data → · Minocqua plans with provider compensation → · $1B+ plans in Minocqua →
Related Form 5500 pages
- All WI Form 5500 filings
- T.A. Solberg Co., Inc. 401(K) Plan (plan 001)
- T.A. Solberg Co., Inc. — all reported plans
- Northern Wisconsin Stone Corp. 401(K) Plan (plan 001)
- Northern Wisconsin Stone Corp. — all reported plans
- Island City Dray Profit Sharing Plan (plan 001)
- Island City Dray Inc — all reported plans
- T.A. Solberg Co., Inc. Wrap Plan (plan 501)
- Methodology
- Data sources