Plain-English plan 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, Froedtert South, Inc. 401(A) Defined Contribution Retirement Plan is a benefit plan reported by Froedtert South, Inc. under EIN 39-0816845 and plan number 004. The latest loaded filing year is 2023. The filing reports 2,565 participants and $23,734,738 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $23,734,738
- Total liabilities (EOY)
- $1,388
- Net assets (EOY)
- $23,733,350
- Net assets (BOY)
- $16,792,552
Income & contributions
- Employer contributions
- $4,613,451
- Total contributions
- $4,613,451
- Total income / additions
- $7,942,720
Expenses & distributions
- Benefits paid
- $963,070
- Administrative expenses
- $38,852
- Total expenses
- $1,001,922
- Net increase / (decrease)
- $6,940,798