Deerfield, 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, Deerfield, WI has 4 loaded benefit plan(s) reported by 3 plan sponsor(s), with $32,207,131 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
3
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$32,207,131
Total reported liabilities (EOY)
$792,704
Total reported net assets (EOY)
$31,414,427

Contributions & income

Employer contributions
$273,808
Participant contributions
$619,715
Total income / additions
$1,613,737

Expenses & distributions

Benefits paid / distributions
$1,227,843
Total expenses
$1,307,816
Net increase / (decrease)
$305,921

Coverage

Total reported participants
595
Plans with financial statements
2
Plans with provider compensation
2

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Deerfield, 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 Deerfield, WI
PlanSponsorReported assets (EOY)Year
Bcp Dagny Holdings Inc Employee Stock Ownership PlanBcp Dagny Holdings Inc$18,002,8442023
Wisconsin Built 401(K) Savings PlanWisconsin Built, Inc.$14,204,2872023
Bcp Transportation Health And Welfare PlanBcp Transportation Inc.not reported in the loaded dataset2023
Wisconsin Built, Inc. Wrap PlanWisconsin Built, Incnot reported in the loaded dataset2023

Related Form 5500 pages