Davis & Kuelthau, S.C. — 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, Davis & Kuelthau, S.C. (EIN 39-1132468) is a plan sponsor located in Milwaukee, 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
39-1132468
Location
Milwaukee, WI
Loaded plans
1
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$0Summed across loaded plans
Total reported assets$0
Total reported participants168
Total reported liabilities$0

Reported net position

Contributions & income
Employer contributions$1.1M
Participant contributions$0
Total income / additions$3.2M
Expenses & distributions
Benefits paid / distributions$35.9M
Total expenses$36M
Net increase / (decrease)-$32.8M

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation1 / 1 (100%)

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.

Largest loaded plans by reported assets

Davis & Kuelthau, S.C. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Davis & Kuelthau, S.C. 401(K) Savings Plan002168$02023

Search all 1 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Davis & Kuelthau, S.C.
YearPlanParticipantsSchedulesFiling
2023Davis & Kuelthau, S.C. 401(K) Savings Plan168H, C20240730115423NAL0019972273001

Related Form 5500 pages