Waterford, 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, Waterford, WI has 10 loaded benefit plan(s) reported by 7 plan sponsor(s), with $82,914,683 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
- 7
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $82,914,683
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $82,914,683
Contributions & income
- Employer contributions
- $1,426,580
- Participant contributions
- $3,711,932
- Total income / additions
- $17,584,688
Expenses & distributions
- Benefits paid / distributions
- $4,530,669
- Total expenses
- $4,704,249
- Net increase / (decrease)
- $12,880,439
Coverage
- Total reported participants
- 2,110
- Plans with financial statements
- 7
- Plans with provider compensation
- 4
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Waterford, 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 |
|---|---|---|---|
| Avidity Science Retirement Savings Plan | Avidity Science LLC | $43,370,298 | 2023 |
| Hypro, Inc. 401(K) Plan | Hypro, Inc. | $26,892,239 | 2023 |
| Lakeview Neuro-Rehabilitation Center, Inc. 401(K) Salary Reduction Plan And Trust | Lakeview Neurorehab Center Midwest, Inc. D/B/A Lakeview Specialty | $7,348,001 | 2023 |
| E-S Plastic Products Profit Sharing & 401(K) Plan | E-S Plastic Products, LLC | $4,857,954 | 2023 |
| Match Point Inc. Retirement Plan | Match Point Inc. | $196,803 | 2023 |
| Bdx Enterprises, Inc. 401(K) Plan | Bdx Enterprises, Inc. | $129,788 | 2023 |
| Southeast Home Services, Inc. Retirement Plan | Southeast Home Services, Inc. | $119,600 | 2023 |
| Avidity Science, LLC Welfare Benefit Plan | Avidity Science, LLC | not reported in the loaded dataset | 2023 |
| Hypro, Inc. Employee Health And Welfare Benefit/Cafeteria Plan | Hypro, Inc. | not reported in the loaded dataset | 2023 |
| Basic Gorup Life And Add | E-S Plastic Products, LLC | not reported in the loaded dataset | 2023 |
Largest plans in Waterford → · Waterford plans by participants → · Waterford plans with financial data → · Waterford plans with provider compensation → · $1B+ plans in Waterford →
Related Form 5500 pages
- All WI Form 5500 filings
- Avidity Science Retirement Savings Plan (plan 001)
- Avidity Science LLC — all reported plans
- Hypro, Inc. 401(K) Plan (plan 001)
- Hypro, Inc. — all reported plans
- Lakeview Neuro-Rehabilitation Center, Inc. 401(K) Salary Reduction Plan And Trust (plan 001)
- Lakeview Neurorehab Center Midwest, Inc. D/B/A Lakeview Specialty — all reported plans
- E-S Plastic Products Profit Sharing & 401(K) Plan (plan 001)
- E-S Plastic Products, LLC — all reported plans
- Match Point Inc. Retirement Plan (plan 001)
- Match Point Inc. — all reported plans
- Bdx Enterprises, Inc. 401(K) Plan (plan 001)
- Bdx Enterprises, Inc. — all reported plans
- Southeast Home Services, Inc. Retirement Plan (plan 001)
- Southeast Home Services, Inc. — all reported plans
- Avidity Science, LLC Welfare Benefit Plan (plan 501)
- Hypro, Inc. Employee Health And Welfare Benefit/Cafeteria Plan (plan 501)
- Basic Gorup Life And Add (plan 505)
- Methodology
- Data sources