Suburban Enterprises, 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, Suburban Enterprises, Inc. (EIN 39-1186528) is a plan sponsor located in Appleton, WI with 2 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
39-1186528
Location
Appleton, WI
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$26,923,124
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$26,923,124

Contributions & income

Employer contributions
$386,374
Participant contributions
$1,311,242
Total income / additions
$7,210,258

Expenses & distributions

Benefits paid / distributions
$1,544,014
Total expenses
$1,673,535
Net increase / (decrease)
$5,536,723

Coverage

Total reported participants
379
Plans with financial statements
1
Plans with provider compensation
1

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

Suburban Enterprises, Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Suburban Enterprises, Inc. Employee Stock Ownership Plan001219$26,923,1242023
Suburban Enterprises, Inc. Employee Benefit Plan501160not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Suburban Enterprises, Inc.
YearPlanParticipantsSchedulesFiling
2023Suburban Enterprises, Inc. Employee Benefit Plan16020240520070605NAL0000546499001
2023Suburban Enterprises, Inc. Employee Stock Ownership Plan219H, C20250616151820NAL0002625858001

Related Form 5500 pages