Plan5500

Elkhart Lake, 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, Elkhart Lake, WI has 6 loaded benefit plan(s) reported by 5 plan sponsor(s), with $12,121,570 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
6
Plan sponsors
5
Latest filing year
2023

What stands out in Elkhart Lake

  • 6 loaded plans hold $12.1M in reported assets across 5 sponsors.
  • The largest, Plyco Corporation Employees'401(K) Profit Sharing Plan And Trust, holds 50% of reported Elkhart Lake plan assets.
  • Plans cover 638 participants — about 106 per plan.
  • 83% of loaded plans report full Schedule H/I financial statements.
  • 17% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$12.1MSummed across loaded plans$12,121,570
Total reported assets$12.1M$12,121,570
Total reported participants638
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$12.1M total assets
Net assets$12.1MLiabilities$0
Contributions & income
Employer contributions$351.8K
Participant contributions$1.1M
Total income / additions$3.2M
Expenses & distributions
Benefits paid / distributions$1.4M
Total expenses$1.4M
Net increase / (decrease)$1.8M

Data coverage

Plans with financial statements5 / 6 (83%)
Plans with provider compensation1 / 6 (17%)

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

Elkhart Lake market comparison

Largest plan share of assets50%Plyco Corporation Employees'401(K) Profit Sharing Plan And Trust
Participants per plan106Average across loaded plans
Plan sponsors5
Ranked by reported assets

Largest loaded plans in Elkhart Lake

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

  1. 1
    Plyco Corporation Employees'401(K) Profit Sharing Plan And Trust$6.1M
    Plyco Corporation · 2023
  2. 2
    The Osthoff Resort Savings Plan$3.4M
    Osthoff Management Company · 2023
  3. 3
    Modern Door Corporation Employees' 401(K) Profit Sharing Plan And Trust$1.5M
    Modern Door Corporation · 2023
  4. 4
    Lawrence Law Office Sc 401(K) Profit Sharing Plan And Trust$768.8K
    Lawrence Law Office Sc · 2023
  5. 5
    Trimline Corporation Employees' 401(K) Profit Sharing Plan And Trust$427.6K
    Trimline Corporation · 2023
  6. 6
    Plyco Corporation Employees Benefit Plan Health Insurancenot reported in the loaded dataset
    Plyco Corporation · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Elkhart Lake, WI?
6 plan(s) reported by 5 sponsor(s) are loaded for Elkhart Lake, WI.

Related Form 5500 pages