Sauk City, 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, Sauk City, WI has 8 loaded benefit plan(s) reported by 5 plan sponsor(s), with $48,230,445 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 8
- Plan sponsors
- 5
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $48,230,445
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $48,230,445
Contributions & income
- Employer contributions
- $1,065,213
- Participant contributions
- $1,835,391
- Total income / additions
- $7,811,626
Expenses & distributions
- Benefits paid / distributions
- $3,454,788
- Total expenses
- $3,549,099
- Net increase / (decrease)
- $4,262,527
Coverage
- Total reported participants
- 2,057
- Plans with financial statements
- 5
- Plans with provider compensation
- 2
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Sauk City, 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
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Mcfarlane Incentive Savings And Profit Sharing Plan | Mcfarlane Manufacturing Company, Inc. | $25,095,542 | 2023 |
| Ramaker & Associates, Inc. 401(K) Profit Sharing Plan And Trust | Ramaker & Associates, Inc. | $12,616,849 | 2023 |
| Fuchs Trucking LLC Retirement Savings Plan | Fuchs Trucking LLC | $5,295,638 | 2023 |
| Ramaker & Associates, Inc. Employee Stock Ownership Plan | Ramaker & Associates, Inc. | $4,834,561 | 2023 |
| Stanley Anderson Holdings Inc 401(K) Plan | Stanley Anderson Holdings Inc | $387,855 | 2023 |
| Quartz Business Travel | Quartz Health Solutions, Inc. | not reported in the loaded dataset | 2023 |
| Quartz Health Solutions, Inc. Wrap Plan | Quartz Health Solutions, Inc. | not reported in the loaded dataset | 2023 |
| Ramaker And Associates, Inc. Employee Benefits Plan | Ramaker And Associates, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Sauk City → · Sauk City plans by participants → · Sauk City plans with financial data → · Sauk City plans with provider compensation → · $1B+ plans in Sauk City →
Related Form 5500 pages
- All WI Form 5500 filings
- Mcfarlane Incentive Savings And Profit Sharing Plan (plan 001)
- Mcfarlane Manufacturing Company, Inc. — all reported plans
- Ramaker & Associates, Inc. 401(K) Profit Sharing Plan And Trust (plan 001)
- Ramaker & Associates, Inc. — all reported plans
- Fuchs Trucking LLC Retirement Savings Plan (plan 002)
- Fuchs Trucking LLC — all reported plans
- Ramaker & Associates, Inc. Employee Stock Ownership Plan (plan 002)
- Stanley Anderson Holdings Inc 401(K) Plan (plan 001)
- Stanley Anderson Holdings Inc — all reported plans
- Quartz Business Travel (plan 513)
- Quartz Health Solutions, Inc. — all reported plans
- Quartz Health Solutions, Inc. Wrap Plan (plan 516)
- Ramaker And Associates, Inc. Employee Benefits Plan (plan 501)
- Methodology
- Data sources