Original filing (PDF)20250606145311NAL0021403376001

MIDDLETON CONSTRUCTION, INC.

Name: MIDDLETON CONSTRUCTION, INC. — MIDDLETON CONSTRUCTION, INC. CASH BALANCE PLAN, Form 5500 (2024)
Creator: MIDDLETON CONSTRUCTION, INC.

Form 5500-SF

FILING_RECEIVED

MIDDLETON CONSTRUCTION, INC. CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MIDDLETON CONSTRUCTION, INC..

Plan sponsor

Name

MIDDLETON CONSTRUCTION, INC.

EIN

39-1291915

Address

215 INDUSTRIAL DRIVE · ARLINGTON, WI · 53911

Phone

(608) 635-9888

Industry

Constructionsee all

Plan administrator

Name

TOM CARTER

EIN

90-0815510

City

AUSTIN, TX

Phone

(512) 394-6596

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-06

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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