How many Form 5500 benefit plans are loaded for Menomonee, WI?

1 plan(s) reported by 1 sponsor(s) are loaded for Menomonee, WI.

Menomonee, 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, Menomonee, WI has 1 loaded benefit plan(s) reported by 1 plan sponsor(s), with $155,877 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans: 1
Plan sponsors: 1
Latest filing year: 2023

What stands out in Menomonee

1 loaded plans hold $155.9K in reported assets across 1 sponsors.
The largest, Carmichael Partners Insurance Agency Inc 401(K) Plan, holds 100% of reported Menomonee plan assets.
Plans cover 2 participants — about 2 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$155.9KSummed across loaded plans$155,877

Total reported assets$155.9K$155,877

Total reported participants2

Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$155.9K total assets

Net assets$155.9KLiabilities$0

Contributions & income

Employer contributions$0

Participant contributions$0

Total income / additions$0

Expenses & distributions

Benefits paid / distributions$0

Total expenses$0

Net increase / (decrease)$0

Data coverage

Plans with financial statements1 / 1 (100%)

Plans with provider compensation0 / 1 ()

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

Menomonee market comparison

Largest plan share of assets100%Carmichael Partners Insurance Agency Inc 401(K) Plan

Participants per plan2Average across loaded plans

Plan sponsors1

Ranked by reported assets

Largest loaded plans in Menomonee

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

1
Carmichael Partners Insurance Agency Inc 401(K) Plan$155.9K
Carmichael Partners Insurance Agency Inc · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Menomonee, WI?: 1 plan(s) reported by 1 sponsor(s) are loaded for Menomonee, WI.