Twin Lakes, 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, Twin Lakes, WI has 6 loaded benefit plan(s) reported by 5 plan sponsor(s), with $25,532,515 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 6
- Plan sponsors
- 5
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $25,532,515
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $25,532,515
Contributions & income
- Employer contributions
- $1,197,033
- Participant contributions
- $1,306,741
- Total income / additions
- $6,200,807
Expenses & distributions
- Benefits paid / distributions
- $1,049,338
- Total expenses
- $1,142,621
- Net increase / (decrease)
- $5,058,186
Coverage
- Total reported participants
- 751
- Plans with financial statements
- 5
- Plans with provider compensation
- 3
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Twin Lakes, 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 |
|---|---|---|---|
| Allied Plastics, Inc. 401(K) Profit Sharing Plan | Allied Plastics, Inc. | $16,761,708 | 2023 |
| Five Star Fabricating, Inc. 401k Savings Plan | Five Star Fabricating, Inc. | $7,958,798 | 2023 |
| Bruce Kempken, D.D.S. 401(K) Profit Sharing Plan | Bruce Kempken, D.D.S. | $505,527 | 2023 |
| Hendrix Investments, Inc. 401(K) Plan | Hendrix Investments, Inc. | $293,768 | 2023 |
| King & Woody Profit Sharing Plan And Trust | King & Woody Profit Sharing Plan | $12,714 | 2023 |
| Allied Plastics, LLC Health & Welfare Plan | Allied Plastics, LLC | not reported in the loaded dataset | 2023 |
Largest plans in Twin Lakes → · Twin Lakes plans by participants → · Twin Lakes plans with financial data → · Twin Lakes plans with provider compensation → · $1B+ plans in Twin Lakes →
Related Form 5500 pages
- All WI Form 5500 filings
- Allied Plastics, Inc. 401(K) Profit Sharing Plan (plan 001)
- Allied Plastics, Inc. — all reported plans
- Five Star Fabricating, Inc. 401k Savings Plan (plan 001)
- Five Star Fabricating, Inc. — all reported plans
- Bruce Kempken, D.D.S. 401(K) Profit Sharing Plan (plan 001)
- Bruce Kempken, D.D.S. — all reported plans
- Hendrix Investments, Inc. 401(K) Plan (plan 001)
- Hendrix Investments, Inc. — all reported plans
- King & Woody Profit Sharing Plan And Trust (plan 001)
- King & Woody Profit Sharing Plan — all reported plans
- Allied Plastics, LLC Health & Welfare Plan (plan 501)
- Methodology
- Data sources