Plan5500

Wauconda, IL 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, Wauconda, IL has 9 loaded benefit plan(s) reported by 6 plan sponsor(s), with $75,384,639 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
9
Plan sponsors
6
Latest filing year
2023

What stands out in Wauconda

  • 9 loaded plans hold $75.4M in reported assets across 6 sponsors.
  • The largest, Synergy Flavors, Inc. 401(K) Profit Sharing Plan, holds 43% of reported Wauconda plan assets.
  • Plans cover 3,160 participants — about 351 per plan.
  • 78% of loaded plans report full Schedule H/I financial statements.
  • 22% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$75.4MSummed across loaded plans$75,384,639
Total reported assets$75.4M$75,384,639
Total reported participants3.2K3,160
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$75.4M total assets
Net assets$75.4MLiabilities$0
Contributions & income
Employer contributions$2.5M
Participant contributions$4.7M
Total income / additions$19.7M
Expenses & distributions
Benefits paid / distributions$7.9M
Total expenses$8.2M
Net increase / (decrease)$11.5M

Data coverage

Plans with financial statements7 / 9 (78%)
Plans with provider compensation2 / 9 (22%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Wauconda, IL 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.

Computed from loaded plans

Wauconda market comparison

Largest plan share of assets43%Synergy Flavors, Inc. 401(K) Profit Sharing Plan
Participants per plan351Average across loaded plans
Plan sponsors6
Ranked by reported assets

Largest loaded plans in Wauconda

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Synergy Flavors, Inc. 401(K) Profit Sharing Plan$32.2M
    Synergy Flavors Inc · 2023
  2. 2
    Fidelitone Retirement Savings Plan$18.3M
    Fidelitone, LLC · 2023
  3. 3
    Progressive Retirement Employee Plan$9.5M
    Progressive Components International Corporation · 2023
  4. 4
    Prospect Fastener Profit Sharing Plan$6.9M
    Prospect Fastener · 2023
  5. 5
    Reiche Construction Inc Profit Sharing Plan$5.4M
    Reiche Construction Inc · 2023
  6. 6
    Logan Graphic Products, Inc. 401(K) Profit Sharing Plan$2.5M
    Logan Graphic Products, Inc. · 2023
  7. 7
    The Logan Graphic Products, Inc. Employee Stock Ownership Plan$600.4K
    Logan Graphic Products, Inc. · 2023
  8. 8
    Fidelitone LLC Employee Benefits Plannot reported in the loaded dataset
    Fidelitone LLC · 2023
  9. 9
    Synergy Flavors, Inc. Welfare Benefits Plannot reported in the loaded dataset
    Synergy Flavors, Inc. · 2023

Largest plans in Wauconda → · Wauconda plans by participants → · Wauconda plans with financial data → · Wauconda plans with provider compensation → · $1B+ plans in Wauconda →

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Wauconda, IL?
9 plan(s) reported by 6 sponsor(s) are loaded for Wauconda, IL.

Related Form 5500 pages