De Forest, 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, De Forest, WI has 3 loaded benefit plan(s) reported by 3 plan sponsor(s), with $10,318,777 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
3
Plan sponsors
3
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$8.7MSummed across loaded plans$8,744,896
Total reported assets$10.3M$10,318,777
Total reported participants441
Total reported liabilities$1.6M$1,573,881

Reported net position

Reported assets = net assets + liabilities (summed)$10.3M total assets
Net assets$8.7MLiabilities$1.6M
Contributions & income
Employer contributions$1.5M
Participant contributions$514.9K
Total income / additions$4.6M
Expenses & distributions
Benefits paid / distributions$634.4K
Total expenses$798.2K
Net increase / (decrease)$3.8M

Data coverage

Plans with financial statements3 / 3 (100%)
Plans with provider compensation1 / 3 (33%)

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

Largest loaded plans in De Forest, WI
PlanSponsorReported assets (EOY)Year
E80 Holdings, Inc. Employee Stock Ownership PlanE80 Holdings, Inc.$7,005,3932023
Vannguard Utility Partners, Inc. 401(K) PlanVannguard Utility Partners, Inc.$2,806,5102023
Driven, Inc. 401k Profit Sharing PlanDriven, Inc.$506,8742023

Related Form 5500 pages