Plan5500

Fox Point, 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, Fox Point, WI has 2 loaded benefit plan(s) reported by 2 plan sponsor(s), with $12,230,716 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 Fox Point

  • 2 loaded plans hold $12.2M in reported assets across 2 sponsors.
  • The largest, Unity Holdings, Inc. Esop, holds 61% of reported Fox Point plan assets.
  • Plans cover 160 participants — about 80 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$12.2MSummed across loaded plans$12,230,716
Total reported assets$12.2M$12,230,716
Total reported participants160
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$12.2M total assets
Net assets$12.2MLiabilities$0
Contributions & income
Employer contributions$461.3K
Participant contributions$228.3K
Total income / additions$6.4M
Expenses & distributions
Benefits paid / distributions$4.5K
Total expenses$28.5K
Net increase / (decrease)$6.4M

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation0 / 2 ()

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

Fox Point market comparison

Largest plan share of assets61%Unity Holdings, Inc. Esop
Participants per plan80Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Fox Point

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

  1. 1
    Unity Holdings, Inc. Esop$7.4M
    Unity Holdings, Inc. · 2023
  2. 2
    Freedom Physical Therapy Services, Sc 401(K) Plan$4.8M
    Freedom Physical Therapy Services, Sc · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages