Ixonia, 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, Ixonia, WI has 7 loaded benefit plan(s) reported by 4 plan sponsor(s), with $28,282,454 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 7
- Plan sponsors
- 4
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $28,282,454
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $28,282,454
Contributions & income
- Employer contributions
- $1,220,559
- Participant contributions
- $3,130,801
- Total income / additions
- $9,477,558
Expenses & distributions
- Benefits paid / distributions
- $4,486,261
- Total expenses
- $4,684,201
- Net increase / (decrease)
- $4,793,357
Coverage
- Total reported participants
- 1,389
- Plans with financial statements
- 3
- Plans with provider compensation
- 2
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Ixonia, 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 |
|---|---|---|---|
| Ixonia Bank 401(K) Savings Plan | Ixonia Bank | $11,386,191 | 2023 |
| Heattek, Inc. Savings And Retirement Plan | Heattek, Inc. | $10,093,606 | 2023 |
| Create A Pack Foods, Inc. Profit Sharing Plan And Trust | Create A Pack Foods, Inc. | $6,802,657 | 2023 |
| Manitowoc Tool & Machining, LLC Life, Ad&D And Std Plan | Manitowoc Tool & Machining, LLC | not reported in the loaded dataset | 2023 |
| Create-A-Pack Foods, Inc. Group Benefit Plan | Create-A-Pack Foods, Inc. | not reported in the loaded dataset | 2023 |
| Create-A-Pack Foods, Inc. Group Life And Disability Insurance Plan | Create-A-Pack Foods, Inc. | not reported in the loaded dataset | 2023 |
| Ixonia Bank Employee Benefits Plan | Ixonia Bank | not reported in the loaded dataset | 2023 |
Largest plans in Ixonia → · Ixonia plans by participants → · Ixonia plans with financial data → · Ixonia plans with provider compensation → · $1B+ plans in Ixonia →
Related Form 5500 pages
- All WI Form 5500 filings
- Ixonia Bank 401(K) Savings Plan (plan 002)
- Ixonia Bank — all reported plans
- Heattek, Inc. Savings And Retirement Plan (plan 001)
- Heattek, Inc. — all reported plans
- Create A Pack Foods, Inc. Profit Sharing Plan And Trust (plan 001)
- Create A Pack Foods, Inc. — all reported plans
- Manitowoc Tool & Machining, LLC Life, Ad&D And Std Plan (plan 503)
- Manitowoc Tool & Machining, LLC — all reported plans
- Create-A-Pack Foods, Inc. Group Benefit Plan (plan 501)
- Create-A-Pack Foods, Inc. Group Life And Disability Insurance Plan (plan 503)
- Ixonia Bank Employee Benefits Plan (plan 501)
- Methodology
- Data sources