2023 Form 5500 filing — The Baraboo Bancorporation, Inc. 401k Profit Sharing 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 20240821155208NAL0004068113001) for The Baraboo Bancorporation, Inc. 401k Profit Sharing Plan, reported by The Baraboo Bancorporation, Inc. under EIN 39-1434200 and plan number 002. It reports 140 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240821155208NAL0004068113001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Baraboo Bancorporation, Inc.
- EIN
- 39-1434200
- Plan number
- 002
- Location
- Baraboo, WI
- Participants
- 140
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $18,007,427
- Total liabilities (EOY)
- $18,924
- Net assets (EOY)
- $17,988,503
- Employer contributions
- $282,570
- Participant contributions
- $580,050
- Total income / additions
- $3,082,939
- Benefits paid
- $546,227
- Administrative expenses
- $4,366
- Total expenses
- $569,517
- Net increase / (decrease)
- $2,513,422
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Epic Advisors, Inc | NONE | $1,991 | $15,736 |
| Charles Schwab Trust Bank | NONE | $0 | $6,918 |