Bank Of Sun Prairie Profit Sharing Plan — Form 5500 plan (Bank Of Sun Prairie)
Plain-English plan 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, Bank Of Sun Prairie Profit Sharing Plan is a benefit plan reported by Bank Of Sun Prairie under EIN 39-0148140 and plan number 002. The latest loaded filing year is 2023. The filing reports 114 participants and $4,772,872 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bank Of Sun Prairie
- EIN
- 39-0148140
- Plan number
- 002
- Plan type
- 2
- Location
- Sun Prairie, WI
- Latest filing year
- 2023
- Participants
- 114
- End-of-year plan assets
- $4,772,872
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 114 | I, C | 20240806085116NAL0003688592001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $4,772,872
- Net assets (EOY)
- $4,772,872
- Net assets (BOY)
- $4,262,772
Income & contributions
- Participant contributions
- $373,828
- Total income / additions
- $1,462,872
Expenses & distributions
- Benefits paid
- $905,779
- Administrative expenses
- $46,993
- Total expenses
- $952,772
- Net increase / (decrease)
- $510,100
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Orgel Wealth Management, LLC | INVESTMENT ADVISOR | $15,354 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $12,723 | $0 | 2023 |
| Shore Tompkins Actuarial Resources | CONTRACT ADMIN | $2,589 | $3,838 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,346 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bank Of Sun Prairie
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Sun Prairie, WI
- Orgel Wealth Management, LLC — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Shore Tompkins Actuarial Resources — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation