Plan5500

Elmwood, 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, Elmwood, WI has 2 loaded benefit plan(s) reported by 2 plan sponsor(s), with $6,091,836 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 Elmwood

  • 2 loaded plans hold $6.1M in reported assets across 2 sponsors.
  • The largest, Mark Anderson And Associates, Inc. 401(K) Plan, holds 100% of reported Elmwood plan assets.
  • Plans cover 498 participants — about 249 per plan.
  • 50% of loaded plans report full Schedule H/I financial statements.
  • 50% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$6.1MSummed across loaded plans$6,091,836
Total reported assets$6.1M$6,091,836
Total reported participants498
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$6.1M total assets
Net assets$6.1MLiabilities$0
Contributions & income
Employer contributions$505.9K
Participant contributions$598.8K
Total income / additions$2.2M
Expenses & distributions
Benefits paid / distributions$522.5K
Total expenses$550.7K
Net increase / (decrease)$1.7M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

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

Elmwood market comparison

Largest plan share of assets100%Mark Anderson And Associates, Inc. 401(K) Plan
Participants per plan249Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Elmwood

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

  1. 1
    Mark Anderson And Associates, Inc. 401(K) Plan$6.1M
    Mark Anderson & Associates, Inc. · 2023
  2. 2
    Genesis Industries Employee Welfare Benefit Plannot reported in the loaded dataset
    Mark Anderson Companies, Inc. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages