2023 Form 5500 filing — Bank Of Sun Prairie Profit Sharing Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240806085116NAL0003688592001) for Bank Of Sun Prairie Profit Sharing Plan, reported by Bank Of Sun Prairie under EIN 39-0148140 and plan number 002. It reports 114 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240806085116NAL0003688592001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bank Of Sun Prairie
- EIN
- 39-0148140
- Plan number
- 002
- Location
- Sun Prairie, WI
- Participants
- 114
- Schedules available
- Schedule I, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,772,872
- Net assets (EOY)
- $4,772,872
- Participant contributions
- $373,828
- Total income / additions
- $1,462,872
- Benefits paid
- $905,779
- Administrative expenses
- $46,993
- Total expenses
- $952,772
- Net increase / (decrease)
- $510,100
- Schedule source
- Schedule I
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Orgel Wealth Management, LLC | INVESTMENT ADVISOR | $15,354 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $12,723 | $0 |
| Shore Tompkins Actuarial Resources | CONTRACT ADMIN | $2,589 | $3,838 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,346 | not reported in the loaded dataset |