Ixonia Bank 401(K) Savings Plan — Form 5500 plan (Ixonia Bank)
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, Ixonia Bank 401(K) Savings Plan is a benefit plan reported by Ixonia Bank under EIN 39-0369710 and plan number 002. The latest loaded filing year is 2023. The filing reports 378 participants and $11,386,191 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ixonia Bank
- EIN
- 39-0369710
- Plan number
- 002
- Plan type
- 2
- Location
- Ixonia, WI
- Latest filing year
- 2023
- Participants
- 378
- End-of-year plan assets
- $11,386,191
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 378 | H, C | 20240927150109NAL0004070368001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,386,191
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,386,191
- Net assets (BOY)
- $9,068,875
Income & contributions
- Employer contributions
- $771,014
- Participant contributions
- $1,917,682
- Total contributions
- $3,761,722
- Total income / additions
- $5,268,985
Expenses & distributions
- Benefits paid
- $2,833,396
- Administrative expenses
- $66,921
- Total expenses
- $2,951,669
- Net increase / (decrease)
- $2,317,316
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Private Advisor Group LLC | INVESTMENT ADVISOR | $39,490 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $27,431 | $0 | 2023 |