Plan5500

Sun Praire, 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, Sun Praire, WI has 2 loaded benefit plan(s) reported by 1 plan sponsor(s), with $34,064,556 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
1
Latest filing year
2023

What stands out in Sun Praire

  • 2 loaded plans hold $34.1M in reported assets across 1 sponsors.
  • The largest, Trachte Building Systems, Inc. 401(K) Plan, holds 82% of reported Sun Praire plan assets.
  • Plans cover 421 participants — about 211 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • 100% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$34.1MSummed across loaded plans$34,064,556
Total reported assets$34.1M$34,064,556
Total reported participants421
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$34.1M total assets
Net assets$34.1MLiabilities$0
Contributions & income
Employer contributions$1.4M
Participant contributions$1.8M
Total income / additions$9.8M
Expenses & distributions
Benefits paid / distributions$2.4M
Total expenses$2.6M
Net increase / (decrease)$7.3M

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation2 / 2 (100%)

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

Sun Praire market comparison

Largest plan share of assets82%Trachte Building Systems, Inc. 401(K) Plan
Participants per plan211Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Sun Praire

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

  1. 1
    Trachte Building Systems, Inc. 401(K) Plan$28.1M
    Trachte Building Systems, Inc. · 2023
  2. 2
    Trachte Building Systems, Inc. 401(K) Employee Retirement Plan$6M
    Trachte Building Systems, Inc. · 2023

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

Related Form 5500 pages