Wautoma, 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, Wautoma, WI has 4 loaded benefit plan(s) reported by 3 plan sponsor(s), with $15,839,551 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)
- $15,839,551
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $15,839,551
Contributions & income
- Employer contributions
- $668,826
- Participant contributions
- $1,314,828
- Total income / additions
- $4,244,654
Expenses & distributions
- Benefits paid / distributions
- $1,457,076
- Total expenses
- $1,527,239
- Net increase / (decrease)
- $2,717,415
Coverage
- Total reported participants
- 634
- Plans with financial statements
- 3
- Plans with provider compensation
- 2
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Wautoma, 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 |
|---|---|---|---|
| Family Health/La Clinica 401(K) Retirement Plan | Family Health/La Clinica | $6,481,922 | 2023 |
| Waushara Dental Associates, S.C. Profit Sharing Plan | Waushara Dental Associates, S.C. | $5,131,238 | 2023 |
| Stoneridge Meat & Country Market, Inc. Retirement Plan | Stoneridge Meat & Country Market, Inc. | $4,226,391 | 2023 |
| La Clinica De Los Campesinos Health & Welfare Plan | La Clinica De Los Campesinos, Inc | not reported in the loaded dataset | 2023 |
Largest plans in Wautoma → · Wautoma plans by participants → · Wautoma plans with financial data → · Wautoma plans with provider compensation → · $1B+ plans in Wautoma →
Related Form 5500 pages
- All WI Form 5500 filings
- Family Health/La Clinica 401(K) Retirement Plan (plan 001)
- Family Health/La Clinica — all reported plans
- Waushara Dental Associates, S.C. Profit Sharing Plan (plan 001)
- Waushara Dental Associates, S.C. — all reported plans
- Stoneridge Meat & Country Market, Inc. Retirement Plan (plan 001)
- Stoneridge Meat & Country Market, Inc. — all reported plans
- La Clinica De Los Campesinos Health & Welfare Plan (plan 501)
- Methodology
- Data sources