The Baraboo Bancorporation, Inc. 401k Profit Sharing Plan — Form 5500 plan (The Baraboo Bancorporation, Inc.)

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, The Baraboo Bancorporation, Inc. 401k Profit Sharing Plan is a benefit plan reported by The Baraboo Bancorporation, Inc. under EIN 39-1434200 and plan number 002. The latest loaded filing year is 2023. The filing reports 140 participants and $18,007,427 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The Baraboo Bancorporation, Inc.
EIN
39-1434200
Plan number
002
Plan type
2
Location
Baraboo, WI
Latest filing year
2023
Participants
140
End-of-year plan assets
$18,007,427

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023140H, C20240821155208NAL0004068113001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$18,007,427
Total liabilities (EOY)
$18,924
Net assets (EOY)
$17,988,503
Net assets (BOY)
$15,475,081

Income & contributions

Employer contributions
$282,570
Participant contributions
$580,050
Total contributions
$863,121
Total income / additions
$3,082,939

Expenses & distributions

Benefits paid
$546,227
Administrative expenses
$4,366
Total expenses
$569,517
Net increase / (decrease)
$2,513,422

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Epic Advisors, IncNONE$1,991$15,7362023
Charles Schwab Trust BankNONE$0$6,9182023

Related Form 5500 pages