Ho-Chunk, Inc. 401(K) Plan — Form 5500 plan (Ho-Chunk, Inc.)
Plain-English plan 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, Ho-Chunk, Inc. 401(K) Plan is a benefit plan reported by Ho-Chunk, Inc. under EIN 47-0784077 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,260 participants and $71,276,101 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$71.2MPlan net assets, end of year$71,221,722
Participants2.3KCovered participants reported2,260
Assets / participant$31.5KComputed: assets ÷ participants$31,538 (computed)
Provider compensation$316.4K3 Schedule C provider row(s)$316,393
- Plan sponsor
- Ho-Chunk, Inc.
- EIN
- 47-0784077
- Plan number
- 001
- Plan type
- 2
- Location
- Winnebago, NE
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,260 | H, C | 20241015104855NAL0016173075001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$71.3M total assets
Net assets$71.2MLiabilities$54.4K
Full reported line items
Net assets
- Total assets (EOY)
- $71,276,101
- Total liabilities (EOY)
- $54,379
- Net assets (EOY)
- $71,221,722
- Net assets (BOY)
- $54,256,764
Income & contributions
- Employer contributions
- $4,155,117
- Participant contributions
- $9,567,050
- Total contributions
- $15,039,732
- Total income / additions
- $24,463,973
Expenses & distributions
- Benefits paid
- $7,206,933
- Administrative expenses
- $291,922
- Total expenses
- $7,499,015
- Net increase / (decrease)
- $16,964,958
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
30%70%
Employer 30%Participant 70%
Total expenses ÷ net assets11%Computed ratio
Benefits paid ÷ total income29%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Woodbury Financial Services, Inc. | NONE | $147,163 | not reported in the loaded dataset | 2023 |
| Stancorp Financial Group | NONE | $144,759 | not reported in the loaded dataset | 2023 |
| Charles Schwab Trust Bank | NONE | $0 | $24,471 | 2023 |