West Salem, 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, West Salem, WI has 4 loaded benefit plan(s) reported by 3 plan sponsor(s), with $17,751,724 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 4
- Plan sponsors
- 3
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $17,751,724
- Total reported liabilities (EOY)
- $3,702,521
- Total reported net assets (EOY)
- $14,049,203
Contributions & income
- Employer contributions
- $663,825
- Participant contributions
- $731,781
- Total income / additions
- $4,942,967
Expenses & distributions
- Benefits paid / distributions
- $381,382
- Total expenses
- $511,809
- Net increase / (decrease)
- $4,431,158
Coverage
- Total reported participants
- 602
- Plans with financial statements
- 2
- Plans with provider compensation
- 1
Totals sum the latest loaded 2023 public Form 5500 filing per plan for West Salem, 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 |
|---|---|---|---|
| Macdonald & Owen Veneer & Lumber Co., Inc. Profit Sharing Plan | Macdonald & Owen Veneer & Lumber Co., Inc. | $12,571,724 | 2023 |
| Brickl Bros., Inc. Employee Stock Ownership Plan | Brickl Bros., Inc. | $5,180,000 | 2023 |
| Pischke Motors Benefit Wrap Plan | Pischke Motors Inc. | not reported in the loaded dataset | 2023 |
| Macdonald & Owen Veneer & Lumber Co., Inc. Life Insurance Plan | Macdonald & Owen Veneer & Lumber Co., Inc. | not reported in the loaded dataset | 2023 |
Largest plans in West Salem → · West Salem plans by participants → · West Salem plans with financial data → · West Salem plans with provider compensation → · $1B+ plans in West Salem →
Related Form 5500 pages
- All WI Form 5500 filings
- Macdonald & Owen Veneer & Lumber Co., Inc. Profit Sharing Plan (plan 001)
- Macdonald & Owen Veneer & Lumber Co., Inc. — all reported plans
- Brickl Bros., Inc. Employee Stock Ownership Plan (plan 002)
- Brickl Bros., Inc. — all reported plans
- Pischke Motors Benefit Wrap Plan (plan 501)
- Pischke Motors Inc. — all reported plans
- Macdonald & Owen Veneer & Lumber Co., Inc. Life Insurance Plan (plan 502)
- Methodology
- Data sources