Plan5500

Glenwood City, 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, Glenwood City, WI has 1 loaded benefit plan(s) reported by 1 plan sponsor(s), with $5,996,143 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
1
Plan sponsors
1
Latest filing year
2023

What stands out in Glenwood City

  • 1 loaded plans hold $6M in reported assets across 1 sponsors.
  • The largest, Lake Shore 401(K) Profit Sharing Plan, holds 100% of reported Glenwood City plan assets.
  • Plans cover 138 participants — about 138 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • 100% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$6MSummed across loaded plans$5,996,143
Total reported assets$6M$5,996,143
Total reported participants138
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$6M total assets
Net assets$6MLiabilities$0
Contributions & income
Employer contributions$131K
Participant contributions$500.3K
Total income / additions$1.5M
Expenses & distributions
Benefits paid / distributions$131.8K
Total expenses$164.2K
Net increase / (decrease)$1.3M

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation1 / 1 (100%)

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

Glenwood City market comparison

Largest plan share of assets100%Lake Shore 401(K) Profit Sharing Plan
Participants per plan138Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Glenwood City

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

  1. 1
    Lake Shore 401(K) Profit Sharing Plan$6M
    Lake Shore Iii Corporation · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Glenwood City, WI?
1 plan(s) reported by 1 sponsor(s) are loaded for Glenwood City, WI.

Related Form 5500 pages