Oconto, 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, Oconto, WI has 4 loaded benefit plan(s) reported by 3 plan sponsor(s), with $14,119,358 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)
- $14,119,358
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $14,119,358
Contributions & income
- Employer contributions
- $445,461
- Participant contributions
- $752,157
- Total income / additions
- $3,290,936
Expenses & distributions
- Benefits paid / distributions
- $2,059,706
- Total expenses
- $2,094,613
- Net increase / (decrease)
- $1,196,323
Coverage
- Total reported participants
- 1,066
- Plans with financial statements
- 2
- Plans with provider compensation
- 3
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Oconto, 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 |
|---|---|---|---|
| 403(B) Thrift Plan Of Newcap, Inc. | Newcap, Inc. | $9,290,677 | 2023 |
| Unlimited Services, Inc. Retirement Savings Plan | Unlimited Services Of Wisconsin, Inc. | $4,828,681 | 2023 |
| Unlimited Services Of Wi Inc Flexible Benefits Plan | Unlimited Services Of Wi LLC | not reported in the loaded dataset | 2023 |
| Kcs Companies Group Insurance Trust Protection Program | Kcs Companies | not reported in the loaded dataset | 2023 |
Largest plans in Oconto → · Oconto plans by participants → · Oconto plans with financial data → · Oconto plans with provider compensation → · $1B+ plans in Oconto →
Related Form 5500 pages
- All WI Form 5500 filings
- 403(B) Thrift Plan Of Newcap, Inc. (plan 001)
- Newcap, Inc. — all reported plans
- Unlimited Services, Inc. Retirement Savings Plan (plan 001)
- Unlimited Services Of Wisconsin, Inc. — all reported plans
- Unlimited Services Of Wi Inc Flexible Benefits Plan (plan 502)
- Kcs Companies Group Insurance Trust Protection Program (plan 501)
- Kcs Companies — all reported plans
- Methodology
- Data sources