Evansville, 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, Evansville, WI has 4 loaded benefit plan(s) reported by 3 plan sponsor(s), with $18,113,431 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)
- $18,113,431
- Total reported liabilities (EOY)
- $6,175
- Total reported net assets (EOY)
- $18,107,256
Contributions & income
- Employer contributions
- $261,159
- Participant contributions
- $805,655
- Total income / additions
- $3,284,434
Expenses & distributions
- Benefits paid / distributions
- $1,017,874
- Total expenses
- $1,101,084
- Net increase / (decrease)
- $2,183,350
Coverage
- Total reported participants
- 486
- Plans with financial statements
- 3
- Plans with provider compensation
- 1
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Evansville, 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 |
|---|---|---|---|
| Baker Manufacturing Company, LLC 401(K) Deferred Profit Sharing Plan | Baker Manufacturing Company, LLC | $17,806,874 | 2023 |
| Kelsar Ventures, Inc. 401(K) Plan | Kelsar Ventures, Inc. | $290,020 | 2023 |
| Evansville Auto, LLC Self Funded Medical Reimbursement Plan | Evansville Auto, LLC | $16,537 | 2023 |
| Baker Manufacturing Company LLC Medical Dental Life Accidental Death And Employee Assistance | Baker Manufacturing Company LLC | not reported in the loaded dataset | 2023 |
Largest plans in Evansville → · Evansville plans by participants → · Evansville plans with financial data → · Evansville plans with provider compensation → · $1B+ plans in Evansville →
Related Form 5500 pages
- All WI Form 5500 filings
- Baker Manufacturing Company, LLC 401(K) Deferred Profit Sharing Plan (plan 001)
- Baker Manufacturing Company, LLC — all reported plans
- Kelsar Ventures, Inc. 401(K) Plan (plan 001)
- Kelsar Ventures, Inc. — all reported plans
- Evansville Auto, LLC Self Funded Medical Reimbursement Plan (plan 501)
- Evansville Auto, LLC — all reported plans
- Baker Manufacturing Company LLC Medical Dental Life Accidental Death And Employee Assistance (plan 501)
- Methodology
- Data sources