401k Plan data: WISCONSIN BANKERS ASSOCIATION 401(K) PLAN plan

WISCONSIN BANKERS ASSOCIATION 401(K) PLAN 401k Plan overview

Plan Name	WISCONSIN BANKERS ASSOCIATION 401(K) PLAN
Plan identification number	002

WISCONSIN BANKERS ASSOCIATION 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

WISCONSIN BANKERS ASSOCIATION has sponsored the creation of one or more 401k plans.

Company Name: WISCONSIN BANKERS ASSOCIATION

Employer identification number (EIN): 390711690

NAIC Classification: 813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WISCONSIN BANKERS ASSOCIATION 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-06-01 ROSE OSWALD-POELS 2024-03-04
002 2021-06-01 ROSE OSWALD-POELS 2022-12-30
002 2020-06-01 ROSE OSWALD-POELS 2021-11-29
002 2019-06-01 ROSE OSWALD-POELS 2020-12-30
002 2019-06-01 ROSE OSWALD-POELS 2020-12-30
002 2018-06-01 ROSE OSWALD-POELS 2020-03-16
002 2017-06-01 ROSE OSWALD-POELS 2019-03-15
002 2016-06-01 ROSE OSWALD-POELS 2018-02-16
002 2015-06-01 ROSE OSWALD-POELS 2017-03-14
002 2014-06-01 ROSE OSWALD-POELS 2016-03-15
002 2013-06-01 ROSE OSWALD-POELS 2014-12-29
002 2012-06-01 ROSE OSWALD-POELS 2014-03-13
002 2011-06-01 BARBARA CROUCHER 2012-11-11 BARBARA CROUCHER 2012-11-11
002 2010-06-01 BARBARA CROUCHER 2011-12-19 BARBARA CROUCHER 2011-12-19

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2022-06-01	ROSE OSWALD-POELS	2024-03-04
002	2021-06-01	ROSE OSWALD-POELS	2022-12-30
002	2020-06-01	ROSE OSWALD-POELS	2021-11-29
002	2019-06-01	ROSE OSWALD-POELS	2020-12-30
002	2019-06-01	ROSE OSWALD-POELS	2020-12-30
002	2018-06-01	ROSE OSWALD-POELS	2020-03-16
002	2017-06-01	ROSE OSWALD-POELS	2019-03-15
002	2016-06-01	ROSE OSWALD-POELS	2018-02-16
002	2015-06-01	ROSE OSWALD-POELS	2017-03-14
002	2014-06-01	ROSE OSWALD-POELS	2016-03-15
002	2013-06-01	ROSE OSWALD-POELS	2014-12-29
002	2012-06-01	ROSE OSWALD-POELS	2014-03-13
002	2011-06-01	BARBARA CROUCHER	2012-11-11	BARBARA CROUCHER	2012-11-11
002	2010-06-01	BARBARA CROUCHER	2011-12-19	BARBARA CROUCHER	2011-12-19

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Company Name:	WISCONSIN BANKERS ASSOCIATION
Employer identification number (EIN):	390711690
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations