Coulee Bank Salary Savings Plan — Form 5500 plan (Coulee 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, Coulee Bank Salary Savings Plan is a benefit plan reported by Coulee Bank under EIN 39-0978524 and plan number 002. The latest loaded filing year is 2023. The filing reports 127 participants and $15,260,460 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Coulee Bank
- EIN
- 39-0978524
- Plan number
- 002
- Plan type
- 2
- Location
- La Crosse, WI
- Latest filing year
- 2023
- Participants
- 127
- End-of-year plan assets
- $15,260,460
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 127 | H, C | 20241011164612NAL0011194963001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,260,460
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,260,460
- Net assets (BOY)
- $12,650,561
Income & contributions
- Employer contributions
- $384,500
- Participant contributions
- $644,388
- Total contributions
- $1,329,194
- Total income / additions
- $3,550,283
Expenses & distributions
- Benefits paid
- $886,932
- Administrative expenses
- $53,452
- Total expenses
- $940,384
- Net increase / (decrease)
- $2,609,899
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Trust Point | NONE | $53,452 | not reported in the loaded dataset | 2023 |