Plan5500

Milton, 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, Milton, WI has 3 loaded benefit plan(s) reported by 3 plan sponsor(s), with $29,572,073 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 Milton

  • 3 loaded plans hold $29.6M in reported assets across 3 sponsors.
  • The largest, Freedom Graphic Systems Retirement Plan, holds 100% of reported Milton plan assets.
  • Plans cover 1,141 participants — about 380 per plan.
  • 67% of loaded plans report full Schedule H/I financial statements.
  • 33% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$29.6MSummed across loaded plans$29,572,073
Total reported assets$29.6M$29,572,073
Total reported participants1.1K1,141
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$29.6M total assets
Net assets$29.6MLiabilities$0
Contributions & income
Employer contributions$197.8K
Participant contributions$1.6M
Total income / additions$8.2M
Expenses & distributions
Benefits paid / distributions$4.8M
Total expenses$4.9M
Net increase / (decrease)$3.3M

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 Milton, 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

Milton market comparison

Largest plan share of assets100%Freedom Graphic Systems Retirement Plan
Participants per plan380Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in Milton

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

  1. 1
    Freedom Graphic Systems Retirement Plan$29.5M
    Fgs-Wi, LLC (Dba Freedom Graphic Systems) · 2023
  2. 2
    Exodus Management And Investments, Inc. 401(K) Profit Sharing Plan$98K
    Exodus Management And Investments, Inc. · 2023
  3. 3
    Fgs-Wi, LLC D/B/A Freedom Graphic Systems Wrap Plannot reported in the loaded dataset
    Fgs-Wi, LLC D/B/A Freedom Graphic Systems · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages