Plan5500

Kewaskum, 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, Kewaskum, WI has 3 loaded benefit plan(s) reported by 3 plan sponsor(s), with $12,606,107 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 Kewaskum

  • 3 loaded plans hold $12.6M in reported assets across 3 sponsors.
  • The largest, Daco Precision-Tool Employee Stock Ownership Plan, holds 88% of reported Kewaskum plan assets.
  • Plans cover 48 participants — about 16 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$9.7MSummed across loaded plans$9,729,551
Total reported assets$12.6M$12,606,107
Total reported participants48
Total reported liabilities$2.9M$2,876,556

Reported net position

Reported assets = net assets + liabilities (summed)$12.6M total assets
Net assets$9.7MLiabilities$2.9M
Contributions & income
Employer contributions$560.7K
Participant contributionsNot reported
Total income / additions$3.2M
Expenses & distributions
Benefits paid / distributions$315K
Total expenses$418.7K
Net increase / (decrease)$2.7M

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 Kewaskum, 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

Kewaskum market comparison

Largest plan share of assets88%Daco Precision-Tool Employee Stock Ownership Plan
Participants per plan16Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in Kewaskum

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

  1. 1
    Daco Precision-Tool Employee Stock Ownership Plan$11M
    Daco Precision, Inc. · 2023
  2. 2
    Ray Wollner Excavating, Inc. Profit Sharing Plan$1.5M
    Ray Wollner Excavating, Inc. · 2023
  3. 3
    Kcdc, Inc. 401k Profit Sharing Plan$106.2K
    Kcdc, Inc. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages