Union Grove, 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, Union Grove, WI has 7 loaded benefit plan(s) reported by 6 plan sponsor(s), with $48,564,659 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 7
- Plan sponsors
- 6
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $48,564,659
- Total reported liabilities (EOY)
- $5,470,319
- Total reported net assets (EOY)
- $43,094,340
Contributions & income
- Employer contributions
- $1,394,141
- Participant contributions
- $1,423,344
- Total income / additions
- $7,852,234
Expenses & distributions
- Benefits paid / distributions
- $5,274,931
- Total expenses
- $5,593,020
- Net increase / (decrease)
- $2,259,214
Coverage
- Total reported participants
- 856
- Plans with financial statements
- 6
- Plans with provider compensation
- 2
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Union Grove, 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 |
|---|---|---|---|
| American Roller Company Retirement Plan | American Roller Company, LLC | $28,633,908 | 2023 |
| Community State Bank Employee Stock Ownership Plan And Trust | Community State Bank And Union Bancorporation | $17,881,290 | 2023 |
| Js Design Engineering Corp. 401(K) Profit Sharing Plan | Js Design Engineering Corp. | $987,395 | 2023 |
| Union Grove Lumber And True Value Co. Employee Stock Ownership Plan And Trust | Union Grove Lumber & True Value Company | $514,381 | 2023 |
| Oak Ridge Care Center Inc. 401(K) Plan | Oak Ridge Care Center, Inc. | $499,265 | 2023 |
| Gelant, Inc. 401(K) Plan | Gelant, Inc. | $48,420 | 2023 |
| American Roller Company LLC Employee Benefits Plan | American Roller Company LLC | not reported in the loaded dataset | 2023 |
Largest plans in Union Grove → · Union Grove plans by participants → · Union Grove plans with financial data → · Union Grove plans with provider compensation → · $1B+ plans in Union Grove →
Related Form 5500 pages
- All WI Form 5500 filings
- American Roller Company Retirement Plan (plan 001)
- American Roller Company, LLC — all reported plans
- Community State Bank Employee Stock Ownership Plan And Trust (plan 003)
- Community State Bank And Union Bancorporation — all reported plans
- Js Design Engineering Corp. 401(K) Profit Sharing Plan (plan 001)
- Js Design Engineering Corp. — all reported plans
- Union Grove Lumber And True Value Co. Employee Stock Ownership Plan And Trust (plan 002)
- Union Grove Lumber & True Value Company — all reported plans
- Oak Ridge Care Center Inc. 401(K) Plan (plan 002)
- Oak Ridge Care Center, Inc. — all reported plans
- Gelant, Inc. 401(K) Plan (plan 001)
- Gelant, Inc. — all reported plans
- American Roller Company LLC Employee Benefits Plan (plan 501)
- Methodology
- Data sources