Stratford, 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, Stratford, WI has 3 loaded benefit plan(s) reported by 3 plan sponsor(s), with $9,114,340 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 3
- Plan sponsors
- 3
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $9,114,340
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $9,114,340
Contributions & income
- Employer contributions
- $1,052,428
- Participant contributions
- $2,483,747
- Total income / additions
- $10,324,149
Expenses & distributions
- Benefits paid / distributions
- $4,509,018
- Total expenses
- $4,590,751
- Net increase / (decrease)
- $5,733,398
Coverage
- Total reported participants
- 621
- Plans with financial statements
- 3
- Plans with provider compensation
- 2
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Stratford, 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 |
|---|---|---|---|
| Stratford Homes 401(K) Plan | Stratford Homes Limited Partnership | $7,059,254 | 2023 |
| Partners Bank Of Wisconsin Employee Stock Ownership Plan | Stratford Bancshares, Inc. | $2,055,086 | 2023 |
| A&B Process Systems Corp 401(K) Profit Sharing Plan And Trust | A&B Process Systems Corp | $0 | 2023 |
Largest plans in Stratford → · Stratford plans by participants → · Stratford plans with financial data → · Stratford plans with provider compensation → · $1B+ plans in Stratford →
Related Form 5500 pages
- All WI Form 5500 filings
- Stratford Homes 401(K) Plan (plan 002)
- Stratford Homes Limited Partnership — all reported plans
- Partners Bank Of Wisconsin Employee Stock Ownership Plan (plan 002)
- Stratford Bancshares, Inc. — all reported plans
- A&B Process Systems Corp 401(K) Profit Sharing Plan And Trust (plan 002)
- A&B Process Systems Corp — all reported plans
- Methodology
- Data sources