2023 Form 5500 filing — Monona Bank 401(K) Savings 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 20250127173150NAL0024785890001) for Monona Bank 401(K) Savings Plan, reported by Monona State Bank under EIN 39-1701359 and plan number 001. It reports 221 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250127173150NAL0024785890001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Monona State Bank
- EIN
- 39-1701359
- Plan number
- 001
- Location
- Waunakee, WI
- Participants
- 221
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,920,682
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,920,682
- Employer contributions
- $0
- Participant contributions
- $0
- Total income / additions
- $928,846
- Benefits paid
- $1,663,844
- Administrative expenses
- $48,593
- Total expenses
- $1,712,437
- Net increase / (decrease)
- -$783,591
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lpl Financial LLC | BROKER/ADVISER | $0 | $3,947 |
| National Administration Inc | ADMINISTRATION | $0 | $3,000 |