Weston, 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, Weston, WI has 4 loaded benefit plan(s) reported by 3 plan sponsor(s), with $13,139,849 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)
- $13,139,849
- Total reported liabilities (EOY)
- $5,991
- Total reported net assets (EOY)
- $13,133,858
Contributions & income
- Employer contributions
- $739,716
- Participant contributions
- $1,751,242
- Total income / additions
- $4,556,418
Expenses & distributions
- Benefits paid / distributions
- $1,051,418
- Total expenses
- $1,157,692
- Net increase / (decrease)
- $3,398,726
Coverage
- Total reported participants
- 1,456
- Plans with financial statements
- 3
- Plans with provider compensation
- 1
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Weston, 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 |
|---|---|---|---|
| Sutton Transport, Inc. 401(K) Plan | Sutton Transport, Inc. | $8,872,624 | 2023 |
| Custom Glass Products, Inc. Profit Sharing Plan | Custom Glass Products, Inc. | $4,002,386 | 2023 |
| Jabsatacake, Inc. Retirement Plan | Jabsatacake, Inc. | $264,839 | 2023 |
| Sutton Transport, Inc. Welfare Benefit Plan | Sutton Transport, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Weston → · Weston plans by participants → · Weston plans with financial data → · Weston plans with provider compensation → · $1B+ plans in Weston →
Related Form 5500 pages
- All WI Form 5500 filings
- Sutton Transport, Inc. 401(K) Plan (plan 001)
- Sutton Transport, Inc. — all reported plans
- Custom Glass Products, Inc. Profit Sharing Plan (plan 001)
- Custom Glass Products, Inc. — all reported plans
- Jabsatacake, Inc. Retirement Plan (plan 001)
- Jabsatacake, Inc. — all reported plans
- Sutton Transport, Inc. Welfare Benefit Plan (plan 501)
- Methodology
- Data sources