How many benefit plans does Port Washington State Bank report on Form 5500?

Port Washington State Bank (EIN 39-0545620) reports 2 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Port Washington State Bank?

The Employer Identification Number (EIN) reported for Port Washington State Bank is 39-0545620.

What is the latest Form 5500 filing year for Port Washington State Bank?

The latest loaded Form 5500 filing year for Port Washington State Bank is 2023.

Port Washington State Bank — 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, Port Washington State Bank (EIN 39-0545620) is a plan sponsor located in Port Washington, 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: 39-0545620
Location: Port Washington, WI
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $19,404,425
Total reported liabilities (EOY): $20,800
Total reported net assets (EOY): $19,383,625

Contributions & income

Employer contributions: $563,838
Participant contributions: $777,569
Total income / additions: $3,879,288

Expenses & distributions

Benefits paid / distributions: $1,884,810
Total expenses: $1,975,627
Net increase / (decrease): $1,903,661

Coverage

Total reported participants: 268
Plans with financial statements: 1
Plans with provider compensation: 2

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

Port Washington State Bank plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Port Washington State Bank Employees' Profit Sharing Retirement Plan	002	157	$19,404,425	2023
Port Washington State Bank Life & Disability Insurance Plan	501	111	not reported in the loaded dataset	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Port Washington State Bank
Year	Plan	Participants	Schedules	Filing
2023	Port Washington State Bank Life & Disability Insurance Plan	111	C	20240520155440NAL0002691200001
2023	Port Washington State Bank Employees' Profit Sharing Retirement Plan	157	H, C	20240830110800NAL0008321075001