Port Washington, 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, Port Washington, WI has 27 loaded benefit plan(s) reported by 8 plan sponsor(s), with $170,612,411 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 27
- Plan sponsors
- 8
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $170,612,411
- Total reported liabilities (EOY)
- $285,904
- Total reported net assets (EOY)
- $170,326,507
Contributions & income
- Employer contributions
- $4,605,776
- Participant contributions
- $13,052,485
- Total income / additions
- $43,118,337
Expenses & distributions
- Benefits paid / distributions
- $19,297,156
- Total expenses
- $19,775,113
- Net increase / (decrease)
- $23,343,224
Coverage
- Total reported participants
- 6,555
- Plans with financial statements
- 8
- Plans with provider compensation
- 10
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Port Washington, 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 |
|---|---|---|---|
| Franklin Energy And Am Conservation 401(K) Plan | Am Conservation Group, Inc. | $60,093,852 | 2023 |
| Ansay & Associates, LLC 401(K) Plan | Ansay & Associates, LLC | $27,166,373 | 2023 |
| Kickhaefer Manufacturing Company 401k Plan | Kickhaefer Manufacturing Company, LLC | $22,533,161 | 2023 |
| Port Washington State Bank Employees' Profit Sharing Retirement Plan | Port Washington State Bank | $19,404,425 | 2023 |
| The Retirement Advantage, Inc. 401k Plan | The Retirement Advantage | $15,879,536 | 2023 |
| Molded Dimensions, LLC 401(K) Salary Reduction Plan & Trust | Molded Dimensions, LLC | $13,514,812 | 2023 |
| Construction Forms, Inc. Retirement Savings And Thrift Plan | Construction Forms, Inc. | $12,020,250 | 2023 |
| Sah Workforce Solutions Corp. 401(K) Plan | Sah Workforce Solutions Corp. | $2 | 2023 |
| Construction Forms, Inc. Group Benefit Plan (Medical) | Construction Forms, Inc. | not reported in the loaded dataset | 2023 |
| Construction Forms, Inc. Group Benefit Plan (Dental) | Construction Forms, Inc. | not reported in the loaded dataset | 2023 |
| Construction Forms, Inc. Health Plan (Std) | Construction Forms, Inc. | not reported in the loaded dataset | 2023 |
| Construction Forms, Inc. Group Life/Ad&D Plan | Construction Forms, Inc. | not reported in the loaded dataset | 2023 |
| Ansay & Associates, LLC Welfare Benefit Plan | Ansay & Associates | not reported in the loaded dataset | 2023 |
| The Retirement Advantage Welfare Benefit Plan | The Retirement Advantage | not reported in the loaded dataset | 2023 |
| Franklin Energy And Am Conservation Benefit Plan | Am Conservation Group Inc. | not reported in the loaded dataset | 2023 |
| Kickhaefer Manufacturing Company Health & Welfare Plan | Kickhaefer Manufacturing Company LLC | not reported in the loaded dataset | 2023 |
| Kickhaefer Manufacturing Company Life & Disability Plan | Kickhaefer Manufacturing Company LLC | not reported in the loaded dataset | 2023 |
| Molded Dimensions, LLC Health And Welfare Plan | Molded Dimensions, LLC | not reported in the loaded dataset | 2023 |
| Molded Dimensions, LLC Dental Plan | Molded Dimensions, LLC | not reported in the loaded dataset | 2023 |
| Molded Dimensions, LLC Vision Plan | Molded Dimensions, LLC | not reported in the loaded dataset | 2023 |
| Molded Dimensions, LLC Life And Ad&D Plan | Molded Dimensions, LLC | not reported in the loaded dataset | 2023 |
| Molded Dimensions, LLC Std Plan | Molded Dimensions, LLC | not reported in the loaded dataset | 2023 |
| Molded Dimensions, LLC Accident Plan | Molded Dimensions, LLC | not reported in the loaded dataset | 2023 |
| Ansay & Associates, LLC Section 105 Health Reimbursement Arrangement Plan | Ansay & Associates, LLC | not reported in the loaded dataset | 2023 |
| Molded Dimensions, LLC Eap Plan | Molded Dimensions, LLC | not reported in the loaded dataset | 2023 |
Largest plans in Port Washington → · Port Washington plans by participants → · Port Washington plans with financial data → · Port Washington plans with provider compensation → · $1B+ plans in Port Washington →
Related Form 5500 pages
- All WI Form 5500 filings
- Franklin Energy And Am Conservation 401(K) Plan (plan 001)
- Am Conservation Group, Inc. — all reported plans
- Ansay & Associates, LLC 401(K) Plan (plan 001)
- Ansay & Associates, LLC — all reported plans
- Kickhaefer Manufacturing Company 401k Plan (plan 001)
- Kickhaefer Manufacturing Company, LLC — all reported plans
- Port Washington State Bank Employees' Profit Sharing Retirement Plan (plan 002)
- Port Washington State Bank — all reported plans
- The Retirement Advantage, Inc. 401k Plan (plan 001)
- The Retirement Advantage — all reported plans
- Molded Dimensions, LLC 401(K) Salary Reduction Plan & Trust (plan 001)
- Molded Dimensions, LLC — all reported plans
- Construction Forms, Inc. Retirement Savings And Thrift Plan (plan 002)
- Construction Forms, Inc. — all reported plans
- Sah Workforce Solutions Corp. 401(K) Plan (plan 001)
- Sah Workforce Solutions Corp. — all reported plans
- Construction Forms, Inc. Group Benefit Plan (Medical) (plan 503)
- Construction Forms, Inc. Group Benefit Plan (Dental) (plan 504)
- Construction Forms, Inc. Health Plan (Std) (plan 505)
- Construction Forms, Inc. Group Life/Ad&D Plan (plan 507)
- Ansay & Associates, LLC Welfare Benefit Plan (plan 501)
- The Retirement Advantage Welfare Benefit Plan (plan 508)
- Franklin Energy And Am Conservation Benefit Plan (plan 511)
- Methodology
- Data sources