Blue Mounds, 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, Blue Mounds, WI has 1 loaded benefit plan(s) reported by 1 plan sponsor(s), with $0 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 Blue Mounds

  • 1 loaded plans hold $0 in reported assets across 1 sponsors.
  • Plans cover 131 participants — about 131 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$0Summed across loaded plans
Total reported assets$0
Total reported participants131
Total reported liabilities$0

Reported net position

Contributions & income
Employer contributions$136.3K
Participant contributions$110.1K
Total income / additions$614.3K
Expenses & distributions
Benefits paid / distributions$766.3K
Total expenses$777.9K
Net increase / (decrease)-$163.6K

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 Blue Mounds, 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

Blue Mounds market comparison

Participants per plan131Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Blue Mounds

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

  1. 1

What to inspect next

Frequently asked questions

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

Related Form 5500 pages