New Richmond, 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, New Richmond, WI has 10 loaded benefit plan(s) reported by 9 plan sponsor(s), with $29,133,785 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)
- $29,133,785
- Total reported liabilities (EOY)
- $9,150
- Total reported net assets (EOY)
- $29,124,635
Contributions & income
- Employer contributions
- $519,028
- Participant contributions
- $1,648,558
- Total income / additions
- $6,104,432
Expenses & distributions
- Benefits paid / distributions
- $2,107,486
- Total expenses
- $2,261,872
- Net increase / (decrease)
- $3,842,560
Coverage
- Total reported participants
- 1,195
- Plans with financial statements
- 7
- Plans with provider compensation
- 3
Totals sum the latest loaded 2023 public Form 5500 filing per plan for New Richmond, 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 |
|---|---|---|---|
| Derrick Companies 401(K) Plan | Wwtrm, Inc. | $9,979,862 | 2023 |
| Ellicott Dredge Group Plan | Ellicott Dredges, LLC | $7,767,133 | 2023 |
| Johnson Motors 401(K) Plan | Johnson Motor Sales, Inc. | $6,013,783 | 2023 |
| Family Dentistry, S.C. Employees' Profit Sharing Plan | Family Dentistry, S.C. | $3,177,732 | 2023 |
| St Croix Power Sports Inc. Retirement Plan | St Croix Power Sports Inc. | $2,007,321 | 2023 |
| Jaymel Properties, Inc. 401k Profit Sharing Plan | Jaymel Properties, Inc. | $109,528 | 2023 |
| Donsandyschoenherr, Inc. 401(K) Profit Sharing Plan | Donsandyschoenherr, Inc. | $78,426 | 2023 |
| Isometric Companies Inc Employee Welfare Plan | Isometric Companies Inc | not reported in the loaded dataset | 2023 |
| Federal Foam Technologies, Inc | Federal Foam Technologies, Inc. | not reported in the loaded dataset | 2023 |
| Johnson Motor Sales Welfare Benefits Plan | Johnson Motor Sales | not reported in the loaded dataset | 2023 |
Largest plans in New Richmond → · New Richmond plans by participants → · New Richmond plans with financial data → · New Richmond plans with provider compensation → · $1B+ plans in New Richmond →
Related Form 5500 pages
- All WI Form 5500 filings
- Derrick Companies 401(K) Plan (plan 001)
- Wwtrm, Inc. — all reported plans
- Ellicott Dredge Group Plan (plan 001)
- Ellicott Dredges, LLC — all reported plans
- Johnson Motors 401(K) Plan (plan 001)
- Johnson Motor Sales, Inc. — all reported plans
- Family Dentistry, S.C. Employees' Profit Sharing Plan (plan 004)
- Family Dentistry, S.C. — all reported plans
- St Croix Power Sports Inc. Retirement Plan (plan 001)
- St Croix Power Sports Inc. — all reported plans
- Jaymel Properties, Inc. 401k Profit Sharing Plan (plan 001)
- Jaymel Properties, Inc. — all reported plans
- Donsandyschoenherr, Inc. 401(K) Profit Sharing Plan (plan 001)
- Donsandyschoenherr, Inc. — all reported plans
- Isometric Companies Inc Employee Welfare Plan (plan 501)
- Isometric Companies Inc — all reported plans
- Federal Foam Technologies, Inc (plan 507)
- Federal Foam Technologies, Inc. — all reported plans
- Johnson Motor Sales Welfare Benefits Plan (plan 501)
- Methodology
- Data sources