Southwestern Wisconsin Community Action Program, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Southwestern Wisconsin Community Action Program, Inc. (EIN 39-1053511) is a plan sponsor located in Dodgeville, WI with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
39-1053511
Location
Dodgeville, WI
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Southwestern Wisconsin Community Action Program, Inc.

  • 2 loaded plans hold $4.8M in reported assets.
  • The largest, Southwestern Wisconsin Community Action Program, Inc. Retirement Plan, holds 100% of this company's reported plan assets.
  • Plans cover 271 reported participants.
  • 1 of 2 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$4.8MSummed across loaded plans$4,815,761
Total reported assets$4.8M$4,815,761
Total reported participants271
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$4.8M total assets
Net assets$4.8MLiabilities$0
Contributions & income
Employer contributions$100.8K
Participant contributions$240.4K
Total income / additions$1M
Expenses & distributions
Benefits paid / distributions$985.1K
Total expenses$1M
Net increase / (decrease)$34.2K

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's 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

Portfolio comparison

Largest plan share of assets100%Southwestern Wisconsin Community Action Program, Inc. Retirement Plan
Participants per plan136Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

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

  1. 1
  2. 2
    Plan #501 · 100 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Southwestern Wisconsin Community Action Program, Inc.. Open one for its full reported snapshot.

  1. 2023
    Swcap - Southwestern Wisconsin Community Action Program Inc. Benefit Plan Inc.100 participants · 2No schedules
    View filing →
  2. 2023
    Swcap - Southwestern Wisconsin Community Action Program Inc. Benefit Plan Inc.113 participants · 2No schedules
    View filing →
  3. 2023
    Swcap - Southwestern Wisconsin Community Action Program Inc. Benefit Plan Inc.136 participants · 2No schedules
    View filing →
  4. 2023
    Southwestern Wisconsin Community Action Program, Inc. Retirement Plan171 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Southwestern Wisconsin Community Action Program, Inc. report on Form 5500?
Southwestern Wisconsin Community Action Program, Inc. (EIN 39-1053511) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Southwestern Wisconsin Community Action Program, Inc.?
The Employer Identification Number (EIN) reported for Southwestern Wisconsin Community Action Program, Inc. is 39-1053511.
What is the latest Form 5500 filing year for Southwestern Wisconsin Community Action Program, Inc.?
The latest loaded Form 5500 filing year for Southwestern Wisconsin Community Action Program, Inc. is 2023.

Related Form 5500 pages