Lake Geneva, 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, Lake Geneva, WI has 17 loaded benefit plan(s) reported by 10 plan sponsor(s), with $102,901,919 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 17
- Plan sponsors
- 10
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $102,901,919
- Total reported liabilities (EOY)
- $10,100
- Total reported net assets (EOY)
- $102,891,819
Contributions & income
- Employer contributions
- $1,602,359
- Participant contributions
- $3,775,565
- Total income / additions
- $21,430,300
Expenses & distributions
- Benefits paid / distributions
- $9,070,135
- Total expenses
- $9,260,913
- Net increase / (decrease)
- $12,169,387
Coverage
- Total reported participants
- 2,413
- Plans with financial statements
- 7
- Plans with provider compensation
- 4
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Lake Geneva, 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 |
|---|---|---|---|
| Crystal Lake Oral & Maxillofacial Surgery Ltd Cash Or Deferred Profit Sharing Plan And Trust | Lake Geneva Oral & | $27,945,732 | 2023 |
| Brunk Industries, Inc. Profit Sharing And 401(K) Savings Plan | Brunk Industries, Inc. | $25,667,485 | 2023 |
| Primex, Inc. And Affiliates Profit Sharing And 401(K) Plan And Trust | Primex Inc. | $23,767,365 | 2023 |
| R&L Spring Company 401(K) Plan | R&L Spring Company | $21,143,387 | 2023 |
| Gardiner Koch Weisberg & Wrona 401(K) Retirement Plan | Gardiner, Koch, Weisberg & Wrona | $3,019,182 | 2023 |
| Physician Recruiting, Inc. 401(K) Plan | Physician Recruiting, Inc. | $1,171,294 | 2023 |
| Mash Group Retirement Plan | Mash Group, Inc. | $187,474 | 2023 |
| Wipcc Medical Plan | Wisconsin Precision Casting Corporation | not reported in the loaded dataset | 2023 |
| Wipcc Dental Plan | Wisconsin Precision Casting Corporation | not reported in the loaded dataset | 2023 |
| Wipcc Std Plan | Wisconsin Precision Casting Corporation | not reported in the loaded dataset | 2023 |
| Wipcc Wrap Plan | Wisconsin Precision Casting Corporation | not reported in the loaded dataset | 2023 |
| Wipcc Life Plan | Wisconsin Precision Casting Corporation | not reported in the loaded dataset | 2023 |
| Brunk Industries Inc. Group Health Dental Life & Long Term | Brunk Industries | not reported in the loaded dataset | 2023 |
| Rote Oil Ltd Health And Welfare Benefit Plan | Rote Oil Ltd | not reported in the loaded dataset | 2023 |
| Plas-Tech Engineering Inc. Welfare Benefits Plan | Plas-Tech Engineering Inc. | not reported in the loaded dataset | 2023 |
| Primex, Inc. Health Plan | Primex, Inc. | not reported in the loaded dataset | 2023 |
| R&L Spring Co. Health & Welfare Plan | R&L Spring Company | not reported in the loaded dataset | 2023 |
Largest plans in Lake Geneva → · Lake Geneva plans by participants → · Lake Geneva plans with financial data → · Lake Geneva plans with provider compensation → · $1B+ plans in Lake Geneva →
Related Form 5500 pages
- All WI Form 5500 filings
- Crystal Lake Oral & Maxillofacial Surgery Ltd Cash Or Deferred Profit Sharing Plan And Trust (plan 007)
- Lake Geneva Oral & — all reported plans
- Brunk Industries, Inc. Profit Sharing And 401(K) Savings Plan (plan 002)
- Brunk Industries, Inc. — all reported plans
- Primex, Inc. And Affiliates Profit Sharing And 401(K) Plan And Trust (plan 001)
- Primex Inc. — all reported plans
- R&L Spring Company 401(K) Plan (plan 001)
- R&L Spring Company — all reported plans
- Gardiner Koch Weisberg & Wrona 401(K) Retirement Plan (plan 002)
- Gardiner, Koch, Weisberg & Wrona — all reported plans
- Physician Recruiting, Inc. 401(K) Plan (plan 001)
- Physician Recruiting, Inc. — all reported plans
- Mash Group Retirement Plan (plan 001)
- Mash Group, Inc. — all reported plans
- Wipcc Medical Plan (plan 503)
- Wisconsin Precision Casting Corporation — all reported plans
- Wipcc Dental Plan (plan 504)
- Wipcc Std Plan (plan 506)
- Wipcc Wrap Plan (plan 510)
- Wipcc Life Plan (plan 502)
- Brunk Industries Inc. Group Health Dental Life & Long Term (plan 501)
- Rote Oil Ltd Health And Welfare Benefit Plan (plan 501)
- Rote Oil Ltd — all reported plans
- Plas-Tech Engineering Inc. Welfare Benefits Plan (plan 501)
- Plas-Tech Engineering Inc. — all reported plans
- Methodology
- Data sources