Plan5500

Monona Bank 401(K) Savings Plan — Form 5500 plan (Monona State 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, Monona Bank 401(K) Savings Plan is a benefit plan reported by Monona State Bank under EIN 39-1701359 and plan number 001. The latest loaded filing year is 2023. The filing reports 221 participants and $2,920,682 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Monona State Bank
EIN
39-1701359
Plan number
001
Plan type
2
Location
Waunakee, WI
Latest filing year
2023
Participants
221
End-of-year plan assets
$2,920,682

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023221H, C20250127173150NAL0024785890001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$2,920,682
Total liabilities (EOY)
$0
Net assets (EOY)
$2,920,682
Net assets (BOY)
$26,255,107

Income & contributions

Employer contributions
$0
Participant contributions
$0
Total contributions
$0
Total income / additions
$928,846

Expenses & distributions

Benefits paid
$1,663,844
Administrative expenses
$48,593
Total expenses
$1,712,437
Net increase / (decrease)
-$783,591

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lpl Financial LLCBROKER/ADVISER$0$3,9472023
National Administration IncADMINISTRATION$0$3,0002023

Related Form 5500 pages