Plan5500

New Lisbon, 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, New Lisbon, WI has 2 loaded benefit plan(s) reported by 2 plan sponsor(s), with $2,088,051 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 New Lisbon

  • 2 loaded plans hold $2.1M in reported assets across 2 sponsors.
  • The largest, Lake Home Getaway Retirement Plan, holds 71% of reported New Lisbon plan assets.
  • Plans cover 2 participants — about 1 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$2.1MSummed across loaded plans$2,088,051
Total reported assets$2.1M$2,088,051
Total reported participants2
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$2.1M total assets
Net assets$2.1MLiabilities—
Contributions & income
Total income / additions$232.4K
Expenses & distributions
Benefits paid / distributionsNot reported
Total expenses$0
Net increase / (decrease)$232.4K

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation0 / 2 ()

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

New Lisbon market comparison

Largest plan share of assets71%Lake Home Getaway Retirement Plan
Participants per plan1Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in New Lisbon

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

  1. 1
    Lake Home Getaway Retirement Plan$1.5M
    Lake Home Getaway, Inc. · 2023
  2. 2
    Little Pond Resort Corp$600.1K
    Little Pond Resort Corp · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages