Caledonia, 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, Caledonia, WI has 4 loaded benefit plan(s) reported by 2 plan sponsor(s), with $21,917,597 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 4
- Plan sponsors
- 2
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $21,917,597
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $21,917,597
Contributions & income
- Employer contributions
- $431,222
- Participant contributions
- $2,215,741
- Total income / additions
- $6,243,981
Expenses & distributions
- Benefits paid / distributions
- $1,554,764
- Total expenses
- $1,698,160
- Net increase / (decrease)
- $4,545,821
Coverage
- Total reported participants
- 947
- Plans with financial statements
- 2
- Plans with provider compensation
- 2
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Caledonia, 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.
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Meetings & Incentives Worldwide, Inc. 401(K) P/S Plan | Meetings & Incentives Worldwide, Inc. | $17,209,569 | 2023 |
| Southport Engineered Systems 401(K) Plan | Southport Eng Sys LLC Dba Southport Htg, Plbg & Geothermal | $4,708,028 | 2023 |
| Southport Engineered Systems Welfare Benefits Plan | Southport Engineered Systems | not reported in the loaded dataset | 2023 |
| Meetings & Incentives Worldwide, Inc. Employee Benefits Plan | Meetings & Incentives Worldwide, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Caledonia → · Caledonia plans by participants → · Caledonia plans with financial data → · Caledonia plans with provider compensation → · $1B+ plans in Caledonia →
Related Form 5500 pages
- All WI Form 5500 filings
- Meetings & Incentives Worldwide, Inc. 401(K) P/S Plan (plan 001)
- Meetings & Incentives Worldwide, Inc. — all reported plans
- Southport Engineered Systems 401(K) Plan (plan 001)
- Southport Eng Sys LLC Dba Southport Htg, Plbg & Geothermal — all reported plans
- Southport Engineered Systems Welfare Benefits Plan (plan 501)
- Meetings & Incentives Worldwide, Inc. Employee Benefits Plan (plan 501)
- Methodology
- Data sources