Waunakee, 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, Waunakee, WI has 25 loaded benefit plan(s) reported by 17 plan sponsor(s), with $194,801,888 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 25
- Plan sponsors
- 17
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $194,801,888
- Total reported liabilities (EOY)
- $4,923,041
- Total reported net assets (EOY)
- $189,878,847
Contributions & income
- Employer contributions
- $7,088,439
- Participant contributions
- $9,715,534
- Total income / additions
- $49,589,557
Expenses & distributions
- Benefits paid / distributions
- $18,861,428
- Total expenses
- $19,456,177
- Net increase / (decrease)
- $30,133,380
Coverage
- Total reported participants
- 4,881
- Plans with financial statements
- 17
- Plans with provider compensation
- 11
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Waunakee, 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 |
|---|---|---|---|
| Scientific Protein Laboratories LLC 401(K) Plan | Scientific Protein Laboratories LLC | $39,687,217 | 2023 |
| Nord Gear Corporation 401(K) Profit Sharing Plan | Nord Gear Corporation | $37,198,885 | 2023 |
| Uniek, Inc. Employees' Retirement Plan | Uniek, Inc. | $23,970,906 | 2023 |
| Scientific Protein Laboratories LLC Pension Plan | Scientific Protein Laboratories LLC | $16,868,452 | 2023 |
| Renewaire, LLC Retirement Saving Plan & Trust 2 | Renewaire, LLC | $13,348,372 | 2023 |
| Lake Ridge Bancorp, Inc. Employee Stock Ownership Plan | Lake Ridge Bancorp, Inc. | $11,031,485 | 2023 |
| D & S Dental Laboratory, Inc. 401(K) Savings Plan | D & S Dental Laboratory, Inc. | $9,284,079 | 2023 |
| Intercon Construction 401(K) Plan | Intercon Construction, Inc. | $8,831,629 | 2023 |
| Madison Country Day School Defined Contribution Retirement Plan | Madison Country Day School | $8,280,683 | 2023 |
| Quality Machining, Inc. Employee Stock Ownership Plan | Quality Machining, Inc. | $6,430,000 | 2023 |
| Waunakee Remodeling 401(K) Plan | Waunakee Remodeling, Inc. | $6,321,012 | 2023 |
| Tribute Technology Us LLC 401(K) Plan | Tribute Technology Us LLC | $4,949,970 | 2023 |
| Pharo Heating Savings & Retirement Plan | Pharo Heating Company, Inc. | $3,380,818 | 2023 |
| Monona Bank 401(K) Savings Plan | Monona State Bank | $2,920,682 | 2023 |
| Octopi Brewing 401(K) Plan | Octopi Brewing LLC | $1,840,386 | 2023 |
| Sansund Enterprises, Inc. 401(K) Profit Sharing Plan | Sansund Enterprises, Inc. | $457,312 | 2023 |
| Thegoodlife Enterprises Inc. Retirement Plan | Thegoodlife Enterprises Inc. | $0 | 2023 |
| Dane Manufacturing Company Benefit Plan | Dane Manufacturing Company | not reported in the loaded dataset | 2023 |
| Octopi Brewing LLC Wrap Plan | Octopi Brewing, LLC | not reported in the loaded dataset | 2023 |
| Tribute Technology Us, LLC | Tribute Technology Us, LLC | not reported in the loaded dataset | 2023 |
| Waunakee Remodeling Inc. Employee Benefits Plan | Waunakee Remodeling Inc. | not reported in the loaded dataset | 2023 |
| Nord Gear Corporation Employee Health And Welfare Benefit Plan | Nord Gear Corporation | not reported in the loaded dataset | 2023 |
| Renewaire, LLC Wrap Plan | Renewaire, LLC | not reported in the loaded dataset | 2023 |
| Scientific Protein Labs, LLC Cafeteria Plan | Scientific Protein Laboratories, LLC | not reported in the loaded dataset | 2023 |
| Uniek Inc Benefit Plan | Uniek Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Waunakee → · Waunakee plans by participants → · Waunakee plans with financial data → · Waunakee plans with provider compensation → · $1B+ plans in Waunakee →
Related Form 5500 pages
- All WI Form 5500 filings
- Scientific Protein Laboratories LLC 401(K) Plan (plan 001)
- Scientific Protein Laboratories LLC — all reported plans
- Nord Gear Corporation 401(K) Profit Sharing Plan (plan 002)
- Nord Gear Corporation — all reported plans
- Uniek, Inc. Employees' Retirement Plan (plan 001)
- Uniek, Inc. — all reported plans
- Scientific Protein Laboratories LLC Pension Plan (plan 002)
- Renewaire, LLC Retirement Saving Plan & Trust 2 (plan 001)
- Renewaire, LLC — all reported plans
- Lake Ridge Bancorp, Inc. Employee Stock Ownership Plan (plan 004)
- Lake Ridge Bancorp, Inc. — all reported plans
- D & S Dental Laboratory, Inc. 401(K) Savings Plan (plan 001)
- D & S Dental Laboratory, Inc. — all reported plans
- Intercon Construction 401(K) Plan (plan 001)
- Intercon Construction, Inc. — all reported plans
- Madison Country Day School Defined Contribution Retirement Plan (plan 001)
- Madison Country Day School — all reported plans
- Quality Machining, Inc. Employee Stock Ownership Plan (plan 002)
- Quality Machining, Inc. — all reported plans
- Waunakee Remodeling 401(K) Plan (plan 001)
- Waunakee Remodeling, Inc. — all reported plans
- Tribute Technology Us LLC 401(K) Plan (plan 001)
- Tribute Technology Us LLC — all reported plans
- Pharo Heating Savings & Retirement Plan (plan 001)
- Pharo Heating Company, Inc. — all reported plans
- Monona Bank 401(K) Savings Plan (plan 001)
- Monona State Bank — all reported plans
- Octopi Brewing 401(K) Plan (plan 001)
- Octopi Brewing LLC — all reported plans
- Methodology
- Data sources