Search public Form 5500 filings

Plans

• planUnited Cooperative 401(K) PlanFinancial statementProvider compensation2023 filing
  $64Mreported assets (EOY)
  Sponsor: United CooperativeEIN: 39-0191260Plan: 002Participants: 873Assets: $63,986,545Net assets: $64MAssets / participant: $73.3KLocation: Beaver Dam, WILatest: 2023
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• planNeuman Pools, Inc. 401(K) Retirement PlanFinancial statementProvider compensation2023 filing
  $20.2Mreported assets (EOY)
  Sponsor: Neuman Pools, Inc.EIN: 39-1231455Plan: 001Participants: 138Assets: $20,235,008Net assets: $20.2MAssets / participant: $146.6KLocation: Beaver Dam, WILatest: 2023
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• planConley Publishing Group, Ltd. 401(K) Savings PlanFinancial statementProvider compensation2023 filing
  $7.5Mreported assets (EOY)
  Sponsor: Conley Publishing Group, Ltd.EIN: 39-1486867Plan: 001Participants: 132Assets: $7,495,832Net assets: $7.5MAssets / participant: $56.8KLocation: Beaver Dam, WILatest: 2023
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• planKirsh Foundry Savings For Retirement PlanFinancial statementProvider compensation2023 filing
  $7.5Mreported assets (EOY)
  Sponsor: Kirsh Foundry, Inc.EIN: 39-0616605Plan: 003Participants: 135Assets: $7,458,145Net assets: $7.5MAssets / participant: $55.2KLocation: Beaver Dam, WILatest: 2023
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• planThe American National Bank Of Beaver Dam Employee Stock Ownership PlanFinancial statement2023 filing
  $5.9Mreported assets (EOY)
  Sponsor: American National Bank Of Beaver DamEIN: 39-1501073Plan: 003Participants: 64Assets: $5,878,895Net assets: $5.3MAssets / participant: $91.9KLocation: Beaver Dam, WILatest: 2023
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• planWayland Academy Retirement PlanFinancial statement2023 filing
  $3.8Mreported assets (EOY)
  Sponsor: Wayland AcademyEIN: 39-0806363Plan: 004Participants: 60Assets: $3,769,071Net assets: $3.8MAssets / participant: $62.8KLocation: Beaver Dam, WILatest: 2023
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• planNorthwoods Casket Company, Inc. Retirement PlanFinancial statement2023 filing
  $469.4Kreported assets (EOY)
  Sponsor: Northwoods Casket Company, Inc.EIN: 82-3858329Plan: 001Participants: 5Assets: $469,440Net assets: $469.4KAssets / participant: $93.9KLocation: Beaver Dam, WILatest: 2023
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• planDale R. Alt D.C., S.C. Profit Sharing Plan And TrustFinancial statement2023 filing
  $0reported assets (EOY)
  Sponsor: Dale R. Alt D.C., S.C.EIN: 39-1811182Plan: 001Participants: 5Assets: $0Net assets: $0Assets / participant: $0Location: Beaver Dam, WILatest: 2023
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