Plan5500

Lake Mills, 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 Mills, WI has 3 loaded benefit plan(s) reported by 3 plan sponsor(s), with $11,681,420 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
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$9.5MSummed across loaded plans$9,516,318
Total reported assets$11.7M$11,681,420
Total reported participants831
Total reported liabilities$2.2M$2,165,102

Reported net position

Reported assets = net assets + liabilities (summed)$11.7M total assets
Net assets$9.5MLiabilities$2.2M
Contributions & income
Employer contributions$606.7K
Participant contributions$796K
Total income / additions-$2.4M
Expenses & distributions
Benefits paid / distributions$1.4M
Total expenses$1.5M
Net increase / (decrease)-$3.9M

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation1 / 3 (33%)

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

Lake Mills market comparison

Largest plan share of assets95%Daybreak Foods Inc 401(K) Plan
Participants per plan277Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in Lake Mills

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

  1. 1
    Daybreak Foods Inc 401(K) Plan$11.1M
    Daybreak Foods, Inc. · 2023
  2. 2
    Aztalan Engineering Employee Stock Ownership Plan$614K
    Aztalan Engineering, Inc. · 2023
  3. 3
    Suburban Drywall Inc Employee Benefits Plannot reported in the loaded dataset
    Suburban Drywall Inc. · 2023

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

Related Form 5500 pages