Plan5500

Hubertus, 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, Hubertus, WI has 3 loaded benefit plan(s) reported by 3 plan sponsor(s), with $685,015 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
3
Latest filing year
2023

What stands out in Hubertus

  • 3 loaded plans hold $685K in reported assets across 3 sponsors.
  • The largest, M & K Services, Inc. Retirement Plan, holds 89% of reported Hubertus plan assets.
  • Plans cover 8 participants — about 3 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$685KSummed across loaded plans$685,015
Total reported assets$685K$685,015
Total reported participants8
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$685K total assets
Net assets$685KLiabilities—
Contributions & income
Total income / additions$73.1K
Expenses & distributions
Benefits paid / distributions$2.3K
Total expenses$2.4K
Net increase / (decrease)$70.7K

Data coverage

Plans with financial statements3 / 3 (100%)
Plans with provider compensation0 / 3 ()

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

Hubertus market comparison

Largest plan share of assets89%M & K Services, Inc. Retirement Plan
Participants per plan3Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in Hubertus

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

  1. 1
    M & K Services, Inc. Retirement Plan$608.6K
    M & K Services, Inc. · 2023
  2. 2
    Michalski Enterprises Inc. Retirement Plan$40K
    Michalski Enterprises Inc. · 2023
  3. 3
    Nivo Innovations Inc. 401(K) Plan$36.4K
    Nivo Innovations Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Hubertus, WI?
3 plan(s) reported by 3 sponsor(s) are loaded for Hubertus, WI.

Related Form 5500 pages