Green 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, Green Lake, WI has 3 loaded benefit plan(s) reported by 2 plan sponsor(s), with $11,223,350 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 3
- Plan sponsors
- 2
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $11,223,350
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $11,223,350
Contributions & income
- Employer contributions
- $288,316
- Participant contributions
- $979,386
- Total income / additions
- $2,810,564
Expenses & distributions
- Benefits paid / distributions
- $1,724,184
- Total expenses
- $1,770,852
- Net increase / (decrease)
- $1,039,712
Coverage
- Total reported participants
- 779
- Plans with financial statements
- 2
- Plans with provider compensation
- 2
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Green 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.
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Value Added Distributors, LLC 401(K) Profit Sharing Plan | Value Added Distributors LLC | $5,740,463 | 2023 |
| Freight Lime And Sand Hauling, Inc. Profit Sharing/401(K) Plan | Freight Lime And Sand Hauling, Inc. | $5,482,887 | 2023 |
| Freight, Lime And Sand Hauling Inc. Employee Benefit Plan | Freight, Lime And Sand Hauling, Inc. Dba Flash | not reported in the loaded dataset | 2023 |
Largest plans in Green Lake → · Green Lake plans by participants → · Green Lake plans with financial data → · Green Lake plans with provider compensation → · $1B+ plans in Green Lake →
Related Form 5500 pages
- All WI Form 5500 filings
- Value Added Distributors, LLC 401(K) Profit Sharing Plan (plan 001)
- Value Added Distributors LLC — all reported plans
- Freight Lime And Sand Hauling, Inc. Profit Sharing/401(K) Plan (plan 001)
- Freight Lime And Sand Hauling, Inc. — all reported plans
- Freight, Lime And Sand Hauling Inc. Employee Benefit Plan (plan 503)
- Methodology
- Data sources