Plan5500

Cashton, 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, Cashton, WI has 2 loaded benefit plan(s) reported by 2 plan sponsor(s), with $10,473,388 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
2
Plan sponsors
2
Latest filing year
2023

What stands out in Cashton

  • 2 loaded plans hold $10.5M in reported assets across 2 sponsors.
  • The largest, Bank Of Cashton Money Purchase And Employee Stock Ownership Plan, holds 52% of reported Cashton plan assets.
  • Plans cover 148 participants — about 74 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$10.5MSummed across loaded plans$10,473,388
Total reported assets$10.5M$10,473,388
Total reported participants148
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$10.5M total assets
Net assets$10.5MLiabilities$0
Contributions & income
Employer contributions$380K
Participant contributions$462.1K
Total income / additions$2.1M
Expenses & distributions
Benefits paid / distributions$252.1K
Total expenses$292.5K
Net increase / (decrease)$1.8M

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation0 / 2 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Cashton, 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

Cashton market comparison

Largest plan share of assets52%Bank Of Cashton Money Purchase And Employee Stock Ownership Plan
Participants per plan74Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Cashton

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

  1. 1
    Bank Of Cashton Money Purchase And Employee Stock Ownership Plan$5.4M
    Eagle Bancshares, Inc. · 2023
  2. 2
    Scenic Bluffs Community Health Centers 401(K) Plan$5.1M
    Scenic Bluffs Health Center, Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Cashton, WI?
2 plan(s) reported by 2 sponsor(s) are loaded for Cashton, WI.

Related Form 5500 pages