Delavan, 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, Delavan, WI has 9 loaded benefit plan(s) reported by 8 plan sponsor(s), with $55,104,145 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 9
- Plan sponsors
- 8
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $55,104,145
- Total reported liabilities (EOY)
- $1,276
- Total reported net assets (EOY)
- $55,102,869
Contributions & income
- Employer contributions
- $1,974,734
- Participant contributions
- $7,808,891
- Total income / additions
- $19,072,236
Expenses & distributions
- Benefits paid / distributions
- $6,149,302
- Total expenses
- $6,947,268
- Net increase / (decrease)
- $12,124,968
Coverage
- Total reported participants
- 4,440
- Plans with financial statements
- 5
- Plans with provider compensation
- 4
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Delavan, 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 |
|---|---|---|---|
| Kunes Retirement Plan | Kunes Country Ford-Lincoln, Inc. | $30,736,220 | 2023 |
| Millennium 401(K) Plan | Kyle Enterprises, LLC | $9,681,096 | 2023 |
| Microprecision, LLC 401(K) Profit Sharing Plan | Microprecision, LLC | $9,335,317 | 2023 |
| The Borg Indak Defined Benefit Pension Plan | Borg Indak, Inc. | $5,247,662 | 2023 |
| Gramly & Associates Inc Retirement Paln | Gramly And Associates, Inc | $103,850 | 2023 |
| Microprecision, Inc. Wrap Plan | Microprecision LLC | not reported in the loaded dataset | 2023 |
| Delavan Lake Lawn Wrap Plan | Delavan Lake Lawn Management LLC | not reported in the loaded dataset | 2023 |
| Kunes Country Auto Group Employee Health Care Plan | Kunes Country Auto Group | not reported in the loaded dataset | 2023 |
| Swiss Tech, LLC Flexible Benefits Plan | Swiss Tech, LLC | not reported in the loaded dataset | 2023 |
Largest plans in Delavan → · Delavan plans by participants → · Delavan plans with financial data → · Delavan plans with provider compensation → · $1B+ plans in Delavan →
Related Form 5500 pages
- All WI Form 5500 filings
- Kunes Retirement Plan (plan 001)
- Kunes Country Ford-Lincoln, Inc. — all reported plans
- Millennium 401(K) Plan (plan 001)
- Kyle Enterprises, LLC — all reported plans
- Microprecision, LLC 401(K) Profit Sharing Plan (plan 001)
- Microprecision, LLC — all reported plans
- The Borg Indak Defined Benefit Pension Plan (plan 002)
- Borg Indak, Inc. — all reported plans
- Gramly & Associates Inc Retirement Paln (plan 001)
- Gramly And Associates, Inc — all reported plans
- Microprecision, Inc. Wrap Plan (plan 501)
- Microprecision LLC — all reported plans
- Delavan Lake Lawn Wrap Plan (plan 501)
- Delavan Lake Lawn Management LLC — all reported plans
- Kunes Country Auto Group Employee Health Care Plan (plan 501)
- Swiss Tech, LLC Flexible Benefits Plan (plan 502)
- Swiss Tech, LLC — all reported plans
- Methodology
- Data sources