Platteville, 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, Platteville, WI has 9 loaded benefit plan(s) reported by 5 plan sponsor(s), with $56,752,680 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
9
Plan sponsors
5
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$56,752,680
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$56,752,680

Contributions & income

Employer contributions
$1,911,820
Participant contributions
$3,605,276
Total income / additions
$24,402,065

Expenses & distributions

Benefits paid / distributions
$14,832,126
Total expenses
$14,941,844
Net increase / (decrease)
$9,460,221

Coverage

Total reported participants
2,434
Plans with financial statements
6
Plans with provider compensation
2

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

Largest loaded plans by reported assets

Largest loaded plans in Platteville, WI
PlanSponsorReported assets (EOY)Year
Southwest Health Center, Inc. 403(B) Tsa PlanSouthwest Health Center, Inc.$41,916,5782023
Platteville Vet. Clinic Llp 401(K) Safe HarborPlatteville Veterinary Clinic Llp$6,841,6962023
Clare Bank, Na 401(K) Profit Sharing PlanClare Bank, Na$4,458,4512023
Cushman Enterprises Inc Dba Scott Implement Profit Sharing Plan And TrustCushman Enterprises Inc$2,360,6222023
Chiropractic Associates Of Platteville LLC 401(K) PlanChiropractic Associates Of Platteville, LLC$1,175,3332023
Southwest Health Center, Inc. Savings PlanSouthwest Health Center, Inc.$02023
Southwest Health Center Medical PlanSouthwest Health Center Incnot reported in the loaded dataset2023
Southwest Health Center Life Insurance PlanSouthwest Health Center Incnot reported in the loaded dataset2023
Southwest Health Center Dental Insurance PlanSouthwest Health Center Incnot reported in the loaded dataset2023

Related Form 5500 pages