How many Form 5500 benefit plans are loaded for Arbor Vitae, WI?

1 plan(s) reported by 1 sponsor(s) are loaded for Arbor Vitae, WI.

Arbor Vitae, 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, Arbor Vitae, WI has 1 loaded benefit plan(s) reported by 1 plan sponsor(s), with $338,751 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans: 1
Plan sponsors: 1
Latest filing year: 2023

What stands out in Arbor Vitae

1 loaded plans hold $338.8K in reported assets across 1 sponsors.
The largest, Mbar 401k Trust, holds 100% of reported Arbor Vitae plan assets.
Plans cover 1 participants — about 1 per plan.
100% of loaded plans report full Schedule H/I financial statements.
report Schedule C provider compensation.

Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$338.8KSummed across loaded plans$338,751

Total reported assets$338.8K$338,751

Total reported participants1

Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$338.8K total assets

Net assets$338.8KLiabilities—

Contributions & income

Total income / additions$26.5K

Expenses & distributions

Benefits paid / distributionsNot reported

Total expenses$0

Net increase / (decrease)$26.5K

Data coverage

Plans with financial statements1 / 1 (100%)

Plans with provider compensation0 / 1 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Arbor Vitae, 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.

Computed from loaded plans

Arbor Vitae market comparison

Largest plan share of assets100%Mbar 401k Trust

Participants per plan1Average across loaded plans

Plan sponsors1

Ranked by reported assets

Largest loaded plans in Arbor Vitae

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

1
Mbar 401k Trust$338.8K
Mcgrath'S Big Arb Resort, Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Arbor Vitae, WI?: 1 plan(s) reported by 1 sponsor(s) are loaded for Arbor Vitae, WI.