Plan5500

Whitefish Bay, 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, Whitefish Bay, WI has 2 loaded benefit plan(s) reported by 2 plan sponsor(s), with $3,109,619 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
2
Latest filing year
2023

What stands out in Whitefish Bay

  • 2 loaded plans hold $3.1M in reported assets across 2 sponsors.
  • The largest, Asset Management For Professionals, Inc. Qualified Retirement Plan, holds 94% of reported Whitefish Bay plan assets.
  • Plans cover 3 participants — about 2 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$3.1MSummed across loaded plans$3,109,619
Total reported assets$3.1M$3,109,619
Total reported participants3
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$3.1M total assets
Net assets$3.1MLiabilities$0
Contributions & income
Employer contributions$0
Participant contributions$0
Total income / additions$187.6K
Expenses & distributions
Benefits paid / distributions$149.4K
Total expenses$149.5K
Net increase / (decrease)$38.1K

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation0 / 2 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Whitefish Bay, 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

Whitefish Bay market comparison

Largest plan share of assets94%Asset Management For Professionals, Inc. Qualified Retirement Plan
Participants per plan2Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Whitefish Bay

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

  1. 1
    Asset Management For Professionals, Inc. Qualified Retirement Plan$2.9M
    Asset Management For Professionals · 2023
  2. 2
    Compass Performance Consulting, Inc. 401(K) Profit Sharing Plan$171.9K
    Compass Performance Consulting, Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Whitefish Bay, WI?
2 plan(s) reported by 2 sponsor(s) are loaded for Whitefish Bay, WI.

Related Form 5500 pages