Plan5500

Waukesha State Bank — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Waukesha State Bank (EIN 39-0734270) is a plan sponsor located in Waukesha, WI with 3 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
39-0734270
Location
Waukesha, WI
Loaded plans
3
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Waukesha State Bank

  • 3 loaded plans hold $59.1M in reported assets.
  • The largest, Waukesha State Bank Employees' 401(K) Profit Sharing Plan, holds 87% of this company's reported plan assets.
  • Plans cover 961 reported participants.
  • 2 of 3 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$59.1MSummed across loaded plans$59,090,930
Total reported assets$59.1M$59,090,930
Total reported participants961
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$59.1M total assets
Net assets$59.1MLiabilities$0
Contributions & income
Employer contributions$2.4M
Participant contributions$1.5M
Total income / additions$12.7M
Expenses & distributions
Benefits paid / distributions$5.1M
Total expenses$5.2M
Net increase / (decrease)$7.5M

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation1 / 3 (33%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets87%Waukesha State Bank Employees' 401(K) Profit Sharing Plan
Participants per plan320Average across loaded plans
Loaded plans3
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Waukesha State Bank Employees' 401(K) Profit Sharing Plan$51.6M
    Plan #002 · 392 participants · 2023
  2. 2
    Waukesha State Bank Employee Stock Ownership Plan$7.5M
    Plan #003 · 305 participants · 2023
  3. 3
    Waukesha State Bank Benefit Welfare Plannot reported in the loaded dataset
    Plan #517 · 264 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Waukesha State Bank. Open one for its full reported snapshot.

  1. 2023
    Waukesha State Bank Benefit Welfare Plan264 participants · 2No schedules
    View filing →
  2. 2023
    Waukesha State Bank Employee Stock Ownership Plan305 participants · 2Sch I
    View filing →
  3. 2023
    Waukesha State Bank Employees' 401(K) Profit Sharing Plan392 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Waukesha State Bank report on Form 5500?
Waukesha State Bank (EIN 39-0734270) reports 3 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Waukesha State Bank?
The Employer Identification Number (EIN) reported for Waukesha State Bank is 39-0734270.
What is the latest Form 5500 filing year for Waukesha State Bank?
The latest loaded Form 5500 filing year for Waukesha State Bank is 2023.

Related Form 5500 pages