Lutheran Homes of Oconomowoc, Inc.

Wisconsin
Registered In
01/12/1939
Incorp. Date

Company Summary

Lutheran Homes of Oconomowoc, Inc. in Wisconsin lists Dale Dahlke of Oconomowoc, WI.

Registered In
Wisconsin
Incorporation Date
Registration Type
Domestic
Company Type
Nonstock Corporation
Status
Incorporated/Qualified/Registered
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Dale Dahlke Registered Agent
1305 W WISCONSIN AVE PO BOX 208, OCONOMOWOC, WI 53066

Financial Information for Lutheran Homes of Oconomowoc, Inc.

Form 5500

LUTHERAN HOMES OF OCONOMOWOC, INC.

1305 W. Wisconsin Ave., Oconomowoc, Wi 53066 (262) 567-8341 EIN:39-0845016 Plan Admin:Joan Birr
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NameLUTHERAN HOMES OF OCONOMOWOC RETIREMENT PLAN Plan #003 Participants BOY/EOY440 / 460 Assets BOY/EOY$12,710,238 / $14,656,346 2023 LUTHERAN HOMES OF OCONOMOWOC RETIREMENT PLAN - Plan #003 440 / 460 $12,710,238 / $14,656,346
2023 Plan NameLUTHERAN HOMES OF OCONOMOWOC, INC FAMILY DENTAL PLAN Plan #502 Participants BOY/EOY128 / 0 Assets BOY/EOY$0 / $0 2023 LUTHERAN HOMES OF OCONOMOWOC, INC FAMILY DENTAL PLAN - Plan #502 128 / 0 $0 / $0
2023 Plan NameLUTHERAN HOMES OF OCONOMOWOC, INC GROUP TERM LIFE INSURANCE PLAN Plan #501 Participants BOY/EOY159 / 0 Assets BOY/EOY$0 / $0 2023 LUTHERAN HOMES OF OCONOMOWOC, INC GROUP TERM LIFE INSURANCE PLAN - Plan #501 159 / 0 $0 / $0
2023 Plan NameLUTHERAN HOMES OF OCONOMOWOC, INC GROUP SHORT TERM DISABILITY PLAN Plan #503 Participants BOY/EOY159 / 0 Assets BOY/EOY$0 / $0 2023 LUTHERAN HOMES OF OCONOMOWOC, INC GROUP SHORT TERM DISABILITY PLAN - Plan #503 159 / 0 $0 / $0
2023 Plan NameLUTHERAN HOMES OF OCONOMOWOC, INC GROUP HEALTH PLAN Plan #504 Participants BOY/EOY127 / 0 Assets BOY/EOY$0 / $0 2023 LUTHERAN HOMES OF OCONOMOWOC, INC GROUP HEALTH PLAN - Plan #504 127 / 0 $0 / $0
2022 Plan NameLUTHERAN HOMES OF OCONOMOWOC RETIREMENT PLAN Plan #003 Participants BOY/EOY416 / 440 Assets BOY/EOY$16,798,366 / $12,710,238 2022 LUTHERAN HOMES OF OCONOMOWOC RETIREMENT PLAN - Plan #003 416 / 440 $16,798,366 / $12,710,238
2022 Plan NameLUTHERAN HOMES OF OCONOMOWOC, INC GROUP HEALTH PLAN Plan #504 Participants BOY/EOY196 / 0 Assets BOY/EOY$0 / $0 2022 LUTHERAN HOMES OF OCONOMOWOC, INC GROUP HEALTH PLAN - Plan #504 196 / 0 $0 / $0
2022 Plan NameLUTHERAN HOMES OF OCONOMOWOC, INC FAMILY DENTAL PLAN Plan #502 Participants BOY/EOY196 / 0 Assets BOY/EOY$0 / $0 2022 LUTHERAN HOMES OF OCONOMOWOC, INC FAMILY DENTAL PLAN - Plan #502 196 / 0 $0 / $0
2022 Plan NameLUTHERAN HOMES OF OCONOMOWOC, INC GROUP SHORT TERM DISABILITY PLAN Plan #503 Participants BOY/EOY196 / 0 Assets BOY/EOY$0 / $0 2022 LUTHERAN HOMES OF OCONOMOWOC, INC GROUP SHORT TERM DISABILITY PLAN - Plan #503 196 / 0 $0 / $0
2022 Plan NameLUTHERAN HOMES OF OCONOMOWOC, INC GROUP TERM LIFE INSURANCE PLAN Plan #501 Participants BOY/EOY196 / 0 Assets BOY/EOY$0 / $0 2022 LUTHERAN HOMES OF OCONOMOWOC, INC GROUP TERM LIFE INSURANCE PLAN - Plan #501 196 / 0 $0 / $0
2021 Plan NameLUTHERAN HOMES OF OCONOMOWOC RETIREMENT PLAN Plan #003 Participants BOY/EOY450 / 417 Assets BOY/EOY$15,970,899 / $16,798,366 2021 LUTHERAN HOMES OF OCONOMOWOC RETIREMENT PLAN - Plan #003 450 / 417 $15,970,899 / $16,798,366
2021 Plan NameLUTHERAN HOMES OF OCONOMOWOC, INC GROUP TERM LIFE INSURANCE PLAN Plan #501 Participants BOY/EOY201 / 0 Assets BOY/EOY$0 / $0 2021 LUTHERAN HOMES OF OCONOMOWOC, INC GROUP TERM LIFE INSURANCE PLAN - Plan #501 201 / 0 $0 / $0
2021 Plan NameLUTHERAN HOMES OF OCONOMOWOC, INC GROUP SHORT TERM DISABILITY PLAN Plan #503 Participants BOY/EOY159 / 0 Assets BOY/EOY$0 / $0 2021 LUTHERAN HOMES OF OCONOMOWOC, INC GROUP SHORT TERM DISABILITY PLAN - Plan #503 159 / 0 $0 / $0
2021 Plan NameLUTHERAN HOMES OF OCONOMOWOC, INC GROUP HEALTH PLAN Plan #504 Participants BOY/EOY139 / 0 Assets BOY/EOY$0 / $0 2021 LUTHERAN HOMES OF OCONOMOWOC, INC GROUP HEALTH PLAN - Plan #504 139 / 0 $0 / $0
2021 Plan NameLUTHERAN HOMES OF OCONOMOWOC, INC FAMILY DENTAL PLAN Plan #502 Participants BOY/EOY147 / 0 Assets BOY/EOY$0 / $0 2021 LUTHERAN HOMES OF OCONOMOWOC, INC FAMILY DENTAL PLAN - Plan #502 147 / 0 $0 / $0
2020 Plan NameLUTHERAN HOMES OF OCONOMOWOC RETIREMENT PLAN Plan #003 Participants BOY/EOY456 / 451 Assets BOY/EOY$14,179,290 / $15,970,899 2020 LUTHERAN HOMES OF OCONOMOWOC RETIREMENT PLAN - Plan #003 456 / 451 $14,179,290 / $15,970,899
2020 Plan NameLUTHERAN HOMES OF OCONOMOWOC, INC GROUP HEALTH PLAN Plan #504 Participants BOY/EOY142 / 0 Assets BOY/EOY$0 / $0 2020 LUTHERAN HOMES OF OCONOMOWOC, INC GROUP HEALTH PLAN - Plan #504 142 / 0 $0 / $0
2020 Plan NameLUTHERAN HOMES OF OCONOMOWOC, INC GROUP TERM LIFE INSURANCE PLAN Plan #501 Participants BOY/EOY196 / 0 Assets BOY/EOY$0 / $0 2020 LUTHERAN HOMES OF OCONOMOWOC, INC GROUP TERM LIFE INSURANCE PLAN - Plan #501 196 / 0 $0 / $0
2020 Plan NameLUTHERAN HOMES OF OCONOMOWOC, INC GROUP SHORT TERM DISABILITY PLAN Plan #503 Participants BOY/EOY159 / 0 Assets BOY/EOY$0 / $0 2020 LUTHERAN HOMES OF OCONOMOWOC, INC GROUP SHORT TERM DISABILITY PLAN - Plan #503 159 / 0 $0 / $0
2020 Plan NameLUTHERAN HOMES OF OCONOMOWOC, INC FAMILY DENTAL PLAN Plan #502 Participants BOY/EOY149 / 0 Assets BOY/EOY$0 / $0 2020 LUTHERAN HOMES OF OCONOMOWOC, INC FAMILY DENTAL PLAN - Plan #502 149 / 0 $0 / $0
2019 Plan NameLUTHERAN HOMES OF OCONOMOWOC RETIREMENT PLAN Plan #003 Participants BOY/EOY473 / 456 Assets BOY/EOY$11,531,701 / $14,179,290 2019 LUTHERAN HOMES OF OCONOMOWOC RETIREMENT PLAN - Plan #003 473 / 456 $11,531,701 / $14,179,290
2019 Plan NameLUTHERAN HOMES OF OCONOMOWOC, INC FAMILY DENTAL PLAN Plan #502 Participants BOY/EOY144 / 0 Assets BOY/EOY$0 / $0 2019 LUTHERAN HOMES OF OCONOMOWOC, INC FAMILY DENTAL PLAN - Plan #502 144 / 0 $0 / $0
2019 Plan NameLUTHERAN HOMES OF OCONOMOWOC, INC GROUP SHORT TERM DISABILITY PLAN Plan #503 Participants BOY/EOY186 / 0 Assets BOY/EOY$0 / $0 2019 LUTHERAN HOMES OF OCONOMOWOC, INC GROUP SHORT TERM DISABILITY PLAN - Plan #503 186 / 0 $0 / $0
2019 Plan NameLUTHERAN HOMES OF OCONOMOWOC, INC GROUP TERM LIFE INSURANCE PLAN Plan #501 Participants BOY/EOY191 / 0 Assets BOY/EOY$0 / $0 2019 LUTHERAN HOMES OF OCONOMOWOC, INC GROUP TERM LIFE INSURANCE PLAN - Plan #501 191 / 0 $0 / $0
2019 Plan NameLUTHERAN HOMES OF OCONOMOWOC, INC GROUP HEALTH PLAN Plan #504 Participants BOY/EOY150 / 0 Assets BOY/EOY$0 / $0 2019 LUTHERAN HOMES OF OCONOMOWOC, INC GROUP HEALTH PLAN - Plan #504 150 / 0 $0 / $0
Benefit & Retirement Plans based on Form 5500.
Form 990

LUTHERAN HOMES OF OCONOMOWOC INC

PO Box 208, Oconomowoc, Wi 53066-0208 EIN:39-0845016 Deductibility:Contributions are deductible Classification:Charitable Organization; Religious Organization Type:Supportive Housing for Older Adults
Year # of Emps Contributions Revenue Expenses Assets EOY Liabilities
2022 # of Emps472 Contributions$367,643 Revenue$23,909,544 Expenses$22,827,877 Assets EOY$74,973,078 Liabilities$30,221,369 2022 472 $367,643 $23,909,544 $22,827,877 $74,973,078 $30,221,369
2021 # of Emps493 Contributions$2,625,460 Revenue$25,244,917 Expenses$21,074,733 Assets EOY$72,939,781 Liabilities$27,602,579 2021 493 $2,625,460 $25,244,917 $21,074,733 $72,939,781 $27,602,579
2020 # of Emps504 Contributions$1,033,553 Revenue$23,166,949 Expenses$21,544,422 Assets EOY$72,676,109 Liabilities$32,032,806 2020 504 $1,033,553 $23,166,949 $21,544,422 $72,676,109 $32,032,806
2019 # of Emps524 Contributions$46,828 Revenue$24,074,539 Expenses$21,495,409 Assets EOY$72,197,175 Liabilities$33,678,370 2019 524 $46,828 $24,074,539 $21,495,409 $72,197,175 $33,678,370
2018 # of Emps561 Contributions$96,265 Revenue$23,274,223 Expenses$21,981,574 Assets EOY$69,549,958 Liabilities$33,940,226 2018 561 $96,265 $23,274,223 $21,981,574 $69,549,958 $33,940,226
Tax Returns based on Form 990 & 990N.
PPP Loans

LUTHERAN HOMES OF OCONOMOWOC, INC.

1305 W. Wisconsin Ave., OCONOMOWOC, WI 53066 Industry:Continuing Care Retirement Communities
Loan Date Approved Forgiven Lender Jobs
04/15/2020 Approved$2,455,900 Forgiven$2,490,013 LenderBank Five Nine Jobs393 04/15/2020 $2,455,900 $2,490,013 Bank Five Nine 393
PPP Loans based on Paycheck Protection Program.
Related Business Names:
Oconomowoc, WI View Report

The following government agencies have contributed data:

Wisconsin Department of Financial Institutions U.S. Department of Labor U.S. Small Business Administration Internal Revenue Service
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