Plan5500

Loyal, 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, Loyal, WI has 2 loaded benefit plan(s) reported by 2 plan sponsor(s), with $22,182,566 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
2
Plan sponsors
2
Latest filing year
2023

What stands out in Loyal

  • 2 loaded plans hold $22.2M in reported assets across 2 sponsors.
  • The largest, Northside Elevator, Inc. Profit Sharing Plan, holds 75% of reported Loyal plan assets.
  • Plans cover 219 participants — about 110 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • 50% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$22.2MSummed across loaded plans$22,182,555
Total reported assets$22.2M$22,182,566
Total reported participants219
Total reported liabilities$11

Reported net position

Reported assets = net assets + liabilities (summed)$22.2M total assets
Net assets$22.2MLiabilities$11
Contributions & income
Employer contributions$672.4K
Participant contributions$662.3K
Total income / additions$4.5M
Expenses & distributions
Benefits paid / distributions$1.4M
Total expenses$1.5M
Net increase / (decrease)$3.1M

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation1 / 2 (50%)

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

Loyal market comparison

Largest plan share of assets75%Northside Elevator, Inc. Profit Sharing Plan
Participants per plan110Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Loyal

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

  1. 1
    Northside Elevator, Inc. Profit Sharing Plan$16.6M
    Northside Elevator, Inc. · 2023
  2. 2
    Citizens State Bank Of Loyal Stock Bonus Plan$5.6M
    Citizens State Bank Of Loyal · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Loyal, WI?
2 plan(s) reported by 2 sponsor(s) are loaded for Loyal, WI.

Related Form 5500 pages