Logo

STATE BAR OF WISCONSIN SAVINGS PLAN 401k Plan overview

Plan NameSTATE BAR OF WISCONSIN SAVINGS PLAN
Plan identification number 002

STATE BAR OF WISCONSIN SAVINGS PLAN Benefits

401k Plan TypeDefined 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.
  • 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.

401k Sponsoring company profile

STATE BAR OF WISCONSIN has sponsored the creation of one or more 401k plans.

Company Name:STATE BAR OF WISCONSIN
Employer identification number (EIN):390807061
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STATE BAR OF WISCONSIN SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01DONNA JUREK PAUL MARSHALL2019-07-03
0022017-01-01DONNA JUREK PAUL MARSHALL2018-07-24
0022016-01-01DONNA JUREK LARRY MARTIN2017-07-25
0022015-01-01DONNA JUREK GEORGE C BROWN2016-07-19
0022014-01-01DONNA JUREK GEORGE C BROWN2015-07-24
0022013-01-01DONNA JUREK GEORGE C BROWN2014-07-17
0022012-01-01DONNA JUREK GEORGE C BROWN2013-07-29
0022011-01-01DONNA JUREK GEORGE C BROWN2012-07-30
0022010-01-01DONNA JUREK GEORGE C BROWN2011-07-27
0022009-01-01DONNA JUREK GEORGE C BROWN2010-08-06

Plan Statistics for STATE BAR OF WISCONSIN SAVINGS PLAN

401k plan membership statisitcs for STATE BAR OF WISCONSIN SAVINGS PLAN

Measure Date Value
2023: STATE BAR OF WISCONSIN SAVINGS PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01129
Total number of active participants reported on line 7a of the Form 55002023-01-0181
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-0146
Total of all active and inactive participants2023-01-01127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-01127
Number of participants with account balances2023-01-01121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-013
2022: STATE BAR OF WISCONSIN SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01135
Total number of active participants reported on line 7a of the Form 55002022-01-0180
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0147
Total of all active and inactive participants2022-01-01127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01127
Number of participants with account balances2022-01-01120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-012
2021: STATE BAR OF WISCONSIN SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01128
Total number of active participants reported on line 7a of the Form 55002021-01-0182
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0151
Total of all active and inactive participants2021-01-01133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01133
Number of participants with account balances2021-01-01120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-014
2020: STATE BAR OF WISCONSIN SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01122
Total number of active participants reported on line 7a of the Form 55002020-01-0182
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0145
Total of all active and inactive participants2020-01-01127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01127
Number of participants with account balances2020-01-01118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-016
2019: STATE BAR OF WISCONSIN SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01121
Total number of active participants reported on line 7a of the Form 55002019-01-0178
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0143
Total of all active and inactive participants2019-01-01121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01121
Number of participants with account balances2019-01-01118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-017
2018: STATE BAR OF WISCONSIN SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01116
Total number of active participants reported on line 7a of the Form 55002018-01-0179
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0142
Total of all active and inactive participants2018-01-01121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01121
Number of participants with account balances2018-01-01117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-018
2017: STATE BAR OF WISCONSIN SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01114
Total number of active participants reported on line 7a of the Form 55002017-01-0181
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-0134
Total of all active and inactive participants2017-01-01116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01116
Number of participants with account balances2017-01-01110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-015
2016: STATE BAR OF WISCONSIN SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01115
Total number of active participants reported on line 7a of the Form 55002016-01-0180
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-0133
Total of all active and inactive participants2016-01-01114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01114
Number of participants with account balances2016-01-01108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-015
2015: STATE BAR OF WISCONSIN SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01115
Total number of active participants reported on line 7a of the Form 55002015-01-0185
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-0129
Total of all active and inactive participants2015-01-01115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01115
Number of participants with account balances2015-01-01110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-013
2014: STATE BAR OF WISCONSIN SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01116
Total number of active participants reported on line 7a of the Form 55002014-01-0181
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-0133
Total of all active and inactive participants2014-01-01115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01115
Number of participants with account balances2014-01-01107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-015
2013: STATE BAR OF WISCONSIN SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01116
Total number of active participants reported on line 7a of the Form 55002013-01-0183
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-0132
Total of all active and inactive participants2013-01-01116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01116
Number of participants with account balances2013-01-01110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-012
2012: STATE BAR OF WISCONSIN SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01123
Total number of active participants reported on line 7a of the Form 55002012-01-0182
Number of retired or separated participants receiving benefits2012-01-012
Number of other retired or separated participants entitled to future benefits2012-01-0132
Total of all active and inactive participants2012-01-01116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01116
Number of participants with account balances2012-01-01113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-013
2011: STATE BAR OF WISCONSIN SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01117
Total number of active participants reported on line 7a of the Form 55002011-01-0188
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-0134
Total of all active and inactive participants2011-01-01123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01123
Number of participants with account balances2011-01-01118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-012
2010: STATE BAR OF WISCONSIN SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01120
Total number of active participants reported on line 7a of the Form 55002010-01-0191
Number of retired or separated participants receiving benefits2010-01-011
Number of other retired or separated participants entitled to future benefits2010-01-0125
Total of all active and inactive participants2010-01-01117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01117
Number of participants with account balances2010-01-0194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: STATE BAR OF WISCONSIN SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01114
Total number of active participants reported on line 7a of the Form 55002009-01-0193
Number of retired or separated participants receiving benefits2009-01-011
Number of other retired or separated participants entitled to future benefits2009-01-0126
Total of all active and inactive participants2009-01-01120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01120
Number of participants with account balances2009-01-0194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on STATE BAR OF WISCONSIN SAVINGS PLAN

Measure Date Value
2023 : STATE BAR OF WISCONSIN SAVINGS PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$4,231,748
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$1,578,881
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$1,555,021
Value of total corrective distributions2023-12-31$1,929
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$938,905
Value of total assets at end of year2023-12-31$19,943,754
Value of total assets at beginning of year2023-12-31$17,290,887
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$21,931
Total interest from all sources2023-12-31$500
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$562,576
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$562,576
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$527,868
Participant contributions at end of year2023-12-31$21,191
Participant contributions at beginning of year2023-12-31$3,344
Participant contributions at end of year2023-12-31$18,115
Participant contributions at beginning of year2023-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-12-31$0
Other income not declared elsewhere2023-12-31$12
Total non interest bearing cash at end of year2023-12-31$0
Total non interest bearing cash at beginning of year2023-12-31$26
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$2,652,867
Value of net assets at end of year (total assets less liabilities)2023-12-31$19,943,754
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$17,290,887
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$2,762
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$19,375,121
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$16,535,750
Interest on participant loans2023-12-31$500
Value of interest in common/collective trusts at end of year2023-12-31$411,447
Value of interest in common/collective trusts at beginning of year2023-12-31$637,160
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$2,718,249
Net investment gain or loss from common/collective trusts2023-12-31$11,506
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$411,037
Employer contributions (assets) at end of year2023-12-31$117,880
Employer contributions (assets) at beginning of year2023-12-31$114,607
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$1,555,021
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31BAKER TILLY US, LLP
Accountancy firm EIN2023-12-31301413443
2022 : STATE BAR OF WISCONSIN SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-3,533,939
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$3,451,708
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$3,423,837
Value of total corrective distributions2022-12-31$1,764
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$961,913
Value of total assets at end of year2022-12-31$17,290,887
Value of total assets at beginning of year2022-12-31$24,276,534
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$26,107
Total interest from all sources2022-12-31$721
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$825,844
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$825,844
Administrative expenses professional fees incurred2022-12-31$26,107
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$536,693
Participant contributions at end of year2022-12-31$3,344
Participant contributions at beginning of year2022-12-31$6,359
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$13,034
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$0
Other income not declared elsewhere2022-12-31$89
Total non interest bearing cash at end of year2022-12-31$26
Total non interest bearing cash at beginning of year2022-12-31$236
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-6,985,647
Value of net assets at end of year (total assets less liabilities)2022-12-31$17,290,887
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$24,276,534
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$16,535,750
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$23,549,545
Interest on participant loans2022-12-31$721
Value of interest in common/collective trusts at end of year2022-12-31$637,160
Value of interest in common/collective trusts at beginning of year2022-12-31$635,341
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-5,325,962
Net investment gain or loss from common/collective trusts2022-12-31$3,456
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$412,186
Employer contributions (assets) at end of year2022-12-31$114,607
Employer contributions (assets) at beginning of year2022-12-31$85,053
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$3,423,837
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BAKER TILLY US, LLP
Accountancy firm EIN2022-12-31390859910
2021 : STATE BAR OF WISCONSIN SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$4,192,472
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,472,770
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,453,591
Value of total corrective distributions2021-12-31$8,004
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,074,839
Value of total assets at end of year2021-12-31$24,276,534
Value of total assets at beginning of year2021-12-31$21,556,832
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$11,175
Total interest from all sources2021-12-31$480
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$2,068,429
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$2,068,429
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$494,861
Participant contributions at end of year2021-12-31$6,359
Participant contributions at beginning of year2021-12-31$40,854
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$194,365
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$2,180
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$0
Total non interest bearing cash at end of year2021-12-31$236
Total non interest bearing cash at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$2,719,702
Value of net assets at end of year (total assets less liabilities)2021-12-31$24,276,534
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$21,556,832
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$23,549,545
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$20,670,996
Interest on participant loans2021-12-31$480
Value of interest in common/collective trusts at end of year2021-12-31$635,341
Value of interest in common/collective trusts at beginning of year2021-12-31$748,758
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,046,035
Net investment gain or loss from common/collective trusts2021-12-31$2,689
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$385,613
Employer contributions (assets) at end of year2021-12-31$85,053
Employer contributions (assets) at beginning of year2021-12-31$94,044
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,453,591
Contract administrator fees2021-12-31$11,175
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31Yes
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BAKER TILLY US, LLP
Accountancy firm EIN2021-12-31390859910
2020 : STATE BAR OF WISCONSIN SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$4,649,229
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$163,655
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$155,170
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$842,117
Value of total assets at end of year2020-12-31$21,556,832
Value of total assets at beginning of year2020-12-31$17,071,258
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$8,485
Total interest from all sources2020-12-31$1,518
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$210,349
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$210,349
Administrative expenses professional fees incurred2020-12-31$8,485
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$462,298
Participant contributions at end of year2020-12-31$40,854
Participant contributions at beginning of year2020-12-31$45,965
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$2,180
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$1,754
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$4,485,574
Value of net assets at end of year (total assets less liabilities)2020-12-31$21,556,832
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$17,071,258
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$20,670,996
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$16,089,274
Interest on participant loans2020-12-31$1,518
Value of interest in common/collective trusts at end of year2020-12-31$748,758
Value of interest in common/collective trusts at beginning of year2020-12-31$848,259
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$3,582,652
Net investment gain or loss from common/collective trusts2020-12-31$12,593
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$379,819
Employer contributions (assets) at end of year2020-12-31$94,044
Employer contributions (assets) at beginning of year2020-12-31$86,006
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$155,170
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31BAKER TILLY US, LLP
Accountancy firm EIN2020-12-31390859910
2019 : STATE BAR OF WISCONSIN SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$4,226,520
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$814,304
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$806,624
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$769,500
Value of total assets at end of year2019-12-31$17,071,258
Value of total assets at beginning of year2019-12-31$13,659,042
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$7,680
Total interest from all sources2019-12-31$1,075
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$253,161
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$253,161
Administrative expenses professional fees incurred2019-12-31$7,680
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$407,123
Participant contributions at end of year2019-12-31$45,965
Participant contributions at beginning of year2019-12-31$22,154
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$6,867
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$1,754
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$1,454
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Other income not declared elsewhere2019-12-31$2
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$3,412,216
Value of net assets at end of year (total assets less liabilities)2019-12-31$17,071,258
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$13,659,042
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$16,089,274
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$12,759,379
Interest on participant loans2019-12-31$1,075
Value of interest in common/collective trusts at end of year2019-12-31$848,259
Value of interest in common/collective trusts at beginning of year2019-12-31$778,904
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$3,188,516
Net investment gain or loss from common/collective trusts2019-12-31$14,266
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$355,510
Employer contributions (assets) at end of year2019-12-31$86,006
Employer contributions (assets) at beginning of year2019-12-31$97,151
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$806,624
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BAKER TILLY VIRCHOW KRAUSE, LLC
Accountancy firm EIN2019-12-31390859910
2018 : STATE BAR OF WISCONSIN SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$-37,172
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$741,999
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$735,137
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$774,310
Value of total assets at end of year2018-12-31$13,659,042
Value of total assets at beginning of year2018-12-31$14,438,213
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$6,862
Total interest from all sources2018-12-31$864
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$223,277
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$223,277
Administrative expenses professional fees incurred2018-12-31$6,862
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$390,990
Participant contributions at end of year2018-12-31$22,154
Participant contributions at beginning of year2018-12-31$2,135
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$25,122
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$1,454
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$1,025
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$0
Total non interest bearing cash at end of year2018-12-31$0
Total non interest bearing cash at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-779,171
Value of net assets at end of year (total assets less liabilities)2018-12-31$13,659,042
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$14,438,213
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$12,759,379
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$13,764,850
Interest on participant loans2018-12-31$864
Value of interest in common/collective trusts at end of year2018-12-31$778,904
Value of interest in common/collective trusts at beginning of year2018-12-31$670,203
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,045,868
Net investment gain or loss from common/collective trusts2018-12-31$10,245
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$358,198
Employer contributions (assets) at end of year2018-12-31$97,151
Employer contributions (assets) at beginning of year2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$735,137
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BAKER TILLY VIRCHOW KRAUSE, LLC
Accountancy firm EIN2018-12-31390859910
2017 : STATE BAR OF WISCONSIN SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$1,983
Total income from all sources (including contributions)2017-12-31$3,068,508
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$2,821,292
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,814,823
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$758,699
Value of total assets at end of year2017-12-31$14,438,213
Value of total assets at beginning of year2017-12-31$14,192,980
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$6,469
Total interest from all sources2017-12-31$106
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$207,753
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$207,753
Administrative expenses professional fees incurred2017-12-31$6,469
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$379,313
Participant contributions at end of year2017-12-31$2,135
Participant contributions at beginning of year2017-12-31$6,642
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$13,074
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$1,025
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$1,730
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$1,983
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$247,216
Value of net assets at end of year (total assets less liabilities)2017-12-31$14,438,213
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$14,190,997
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$13,764,850
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$13,286,712
Interest on participant loans2017-12-31$106
Value of interest in common/collective trusts at end of year2017-12-31$670,203
Value of interest in common/collective trusts at beginning of year2017-12-31$799,741
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,091,054
Net investment gain or loss from common/collective trusts2017-12-31$10,896
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$366,312
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$98,155
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,814,823
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BAKER TILLY VIRCHOW KRAUSE, LLC
Accountancy firm EIN2017-12-31390859910
2016 : STATE BAR OF WISCONSIN SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$1,983
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,922,002
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$384,205
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$377,708
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$726,745
Value of total assets at end of year2016-12-31$14,192,980
Value of total assets at beginning of year2016-12-31$12,653,200
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$6,497
Total interest from all sources2016-12-31$936
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$221,236
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$221,236
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$361,219
Participant contributions at end of year2016-12-31$6,642
Participant contributions at beginning of year2016-12-31$23,942
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$1,730
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$1,853
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$1,983
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$0
Administrative expenses (other) incurred2016-12-31$6,497
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,537,797
Value of net assets at end of year (total assets less liabilities)2016-12-31$14,190,997
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$12,653,200
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$13,286,712
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$11,975,457
Interest on participant loans2016-12-31$829
Interest earned on other investments2016-12-31$107
Value of interest in common/collective trusts at end of year2016-12-31$799,741
Value of interest in common/collective trusts at beginning of year2016-12-31$651,948
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$963,402
Net investment gain or loss from common/collective trusts2016-12-31$9,683
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$365,526
Employer contributions (assets) at end of year2016-12-31$98,155
Employer contributions (assets) at beginning of year2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$377,708
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BAKER TILLY VIRCHOW KRAUSE, LLC
Accountancy firm EIN2016-12-31390859910
2015 : STATE BAR OF WISCONSIN SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$571,959
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$617,976
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$598,684
Expenses. Certain deemed distributions of participant loans2015-12-31$13,554
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$665,434
Value of total assets at end of year2015-12-31$12,653,200
Value of total assets at beginning of year2015-12-31$12,699,217
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$5,738
Total interest from all sources2015-12-31$2,068
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$191,041
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$191,041
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31Yes
Amount of non-exempt transactions with any party-in-interest2015-12-31$450
Contributions received from participants2015-12-31$326,016
Participant contributions at end of year2015-12-31$23,942
Participant contributions at beginning of year2015-12-31$93,001
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$1,853
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$1,622
Other income not declared elsewhere2015-12-31$821
Administrative expenses (other) incurred2015-12-31$5,738
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-46,017
Value of net assets at end of year (total assets less liabilities)2015-12-31$12,653,200
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$12,699,217
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$11,975,457
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$11,812,110
Interest on participant loans2015-12-31$2,068
Value of interest in common/collective trusts at end of year2015-12-31$651,948
Value of interest in common/collective trusts at beginning of year2015-12-31$703,170
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-296,979
Net investment gain or loss from common/collective trusts2015-12-31$9,574
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$339,418
Employer contributions (assets) at end of year2015-12-31$0
Employer contributions (assets) at beginning of year2015-12-31$89,314
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$598,684
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BAKER TILLY VIRCHOW KRAUSE, LLC
Accountancy firm EIN2015-12-31390859910
2014 : STATE BAR OF WISCONSIN SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,625,956
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,209,489
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,203,056
Expenses. Certain deemed distributions of participant loans2014-12-31$433
Value of total corrective distributions2014-12-31$568
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$679,050
Value of total assets at end of year2014-12-31$12,699,217
Value of total assets at beginning of year2014-12-31$12,282,750
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$5,432
Total interest from all sources2014-12-31$3,334
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$188,128
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$188,128
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$301,533
Participant contributions at end of year2014-12-31$93,001
Participant contributions at beginning of year2014-12-31$110,884
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$1,622
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$1,227
Administrative expenses (other) incurred2014-12-31$5,432
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$416,467
Value of net assets at end of year (total assets less liabilities)2014-12-31$12,699,217
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$12,282,750
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$11,812,110
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$10,271,926
Interest on participant loans2014-12-31$3,334
Value of interest in common/collective trusts at end of year2014-12-31$703,170
Value of interest in common/collective trusts at beginning of year2014-12-31$1,782,111
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$745,831
Net investment gain or loss from common/collective trusts2014-12-31$9,613
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$377,517
Employer contributions (assets) at end of year2014-12-31$89,314
Employer contributions (assets) at beginning of year2014-12-31$116,602
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,203,056
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BAKER TILLY VIRCHOW KRAUSE, LLC
Accountancy firm EIN2014-12-31390859910
2013 : STATE BAR OF WISCONSIN SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$11,560
Total income from all sources (including contributions)2013-12-31$2,992,493
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$640,403
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$635,744
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$744,648
Value of total assets at end of year2013-12-31$12,282,750
Value of total assets at beginning of year2013-12-31$9,942,220
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$4,659
Total interest from all sources2013-12-31$3,589
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$140,141
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$140,141
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$308,562
Participant contributions at end of year2013-12-31$110,884
Participant contributions at beginning of year2013-12-31$95,726
Participant contributions at beginning of year2013-12-31$10,604
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$1,733
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$1,227
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$2,038
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$11,560
Administrative expenses (other) incurred2013-12-31$4,659
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$2,352,090
Value of net assets at end of year (total assets less liabilities)2013-12-31$12,282,750
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$9,930,660
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$10,271,926
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$8,131,541
Interest on participant loans2013-12-31$3,589
Value of interest in common/collective trusts at end of year2013-12-31$1,782,111
Value of interest in common/collective trusts at beginning of year2013-12-31$1,587,603
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,945,504
Net investment gain or loss from common/collective trusts2013-12-31$158,611
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$434,353
Employer contributions (assets) at end of year2013-12-31$116,602
Employer contributions (assets) at beginning of year2013-12-31$114,708
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$635,744
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31BAKER TILLY VIRCHOW KRAUSE, LLC
Accountancy firm EIN2013-12-31390859910
2012 : STATE BAR OF WISCONSIN SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$11,560
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$1,868,103
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,047,190
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,043,239
Value of total corrective distributions2012-12-31$287
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$726,179
Value of total assets at end of year2012-12-31$9,942,220
Value of total assets at beginning of year2012-12-31$9,109,747
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$3,664
Total interest from all sources2012-12-31$3,649
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$134,011
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$134,011
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$294,126
Participant contributions at end of year2012-12-31$95,726
Participant contributions at beginning of year2012-12-31$116,158
Participant contributions at end of year2012-12-31$10,604
Participant contributions at beginning of year2012-12-31$11,707
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$2,038
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$2,094
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$11,560
Administrative expenses (other) incurred2012-12-31$3,664
Total non interest bearing cash at beginning of year2012-12-31$7,265
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$820,913
Value of net assets at end of year (total assets less liabilities)2012-12-31$9,930,660
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$9,109,747
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$8,131,541
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$7,225,767
Interest on participant loans2012-12-31$3,649
Value of interest in common/collective trusts at end of year2012-12-31$1,587,603
Value of interest in common/collective trusts at beginning of year2012-12-31$1,643,806
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$891,985
Net investment gain or loss from common/collective trusts2012-12-31$112,279
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$432,053
Employer contributions (assets) at end of year2012-12-31$114,708
Employer contributions (assets) at beginning of year2012-12-31$102,950
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,043,239
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31BAKER TILLY VIRCHOW KRAUSE
Accountancy firm EIN2012-12-31390859910
2011 : STATE BAR OF WISCONSIN SAVINGS PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$5,425,335
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$381,653
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$131,968
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$130,698
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$441,427
Value of total assets at end of year2011-12-31$9,109,747
Value of total assets at beginning of year2011-12-31$3,434,727
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,270
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$338,477
Participant contributions at end of year2011-12-31$116,158
Participant contributions at end of year2011-12-31$11,707
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$2,094
Administrative expenses (other) incurred2011-12-31$1,270
Total non interest bearing cash at end of year2011-12-31$7,265
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$249,685
Value of net assets at end of year (total assets less liabilities)2011-12-31$9,109,747
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$3,434,727
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$7,225,767
Value of interest in master investment trust accounts at beginning of year2011-12-31$3,434,727
Value of interest in common/collective trusts at end of year2011-12-31$1,643,806
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$102,950
Employer contributions (assets) at end of year2011-12-31$102,950
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$130,698
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31WIPFLI LLP
Accountancy firm EIN2011-12-31390758449
2010 : STATE BAR OF WISCONSIN SAVINGS PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$722,459
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$78,872
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$77,727
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$304,016
Value of total assets at end of year2010-12-31$3,434,727
Value of total assets at beginning of year2010-12-31$2,791,140
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,145
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$304,016
Administrative expenses (other) incurred2010-12-31$1,145
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$643,587
Value of net assets at end of year (total assets less liabilities)2010-12-31$3,434,727
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$2,791,140
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in master investment trust accounts at end of year2010-12-31$3,434,727
Value of interest in master investment trust accounts at beginning of year2010-12-31$2,791,140
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$77,727
Did the plan have assets held for investment2010-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31WIPFLI LLP
Accountancy firm EIN2010-12-31390758449
2009 : STATE BAR OF WISCONSIN SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for STATE BAR OF WISCONSIN SAVINGS PLAN

2023: STATE BAR OF WISCONSIN SAVINGS PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: STATE BAR OF WISCONSIN SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: STATE BAR OF WISCONSIN SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: STATE BAR OF WISCONSIN SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: STATE BAR OF WISCONSIN SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: STATE BAR OF WISCONSIN SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: STATE BAR OF WISCONSIN SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: STATE BAR OF WISCONSIN SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: STATE BAR OF WISCONSIN SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: STATE BAR OF WISCONSIN SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: STATE BAR OF WISCONSIN SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: STATE BAR OF WISCONSIN SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: STATE BAR OF WISCONSIN SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: STATE BAR OF WISCONSIN SAVINGS PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: STATE BAR OF WISCONSIN SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1