401k Plan data: SAVINGS INCENTIVE AND PROFIT SHARING PLAN plan

SAVINGS INCENTIVE AND PROFIT SHARING PLAN 401k Plan overview

Plan Name	SAVINGS INCENTIVE AND PROFIT SHARING PLAN
Plan identification number	001

SAVINGS INCENTIVE AND PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
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

WAUKOMIS BANCSHARES, INC. has sponsored the creation of one or more 401k plans.

Company Name: WAUKOMIS BANCSHARES, INC.

Employer identification number (EIN): 731604608

NAIC Classification: 522110
NAIC Description: Commercial Banking

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SAVINGS INCENTIVE AND PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2015-01-01 R BLAYNE COLE
001 2014-01-01 JOE SEWELL
001 2013-01-01 R BLAYNE COLE R BLAYNE COLE 2014-10-14
001 2012-01-01 JOE SEWELL
001 2011-01-01 JOE SEWELL
001 2010-01-01 JOE SEWELL
001 2009-01-01 JOE SEWELL

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2015-01-01	R BLAYNE COLE
001	2014-01-01	JOE SEWELL
001	2013-01-01	R BLAYNE COLE	R BLAYNE COLE	2014-10-14
001	2012-01-01	JOE SEWELL
001	2011-01-01	JOE SEWELL
001	2010-01-01	JOE SEWELL
001	2009-01-01	JOE SEWELL

Plan Statistics for SAVINGS INCENTIVE AND PROFIT SHARING PLAN

401k plan membership statisitcs for SAVINGS INCENTIVE AND PROFIT SHARING PLAN

Measure Date Value
2015: SAVINGS INCENTIVE AND PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 0
Total of all active and inactive participants 2015-01-01 0
Total participants 2015-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: SAVINGS INCENTIVE AND PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 3
Number of retired or separated participants receiving benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 3
Total participants 2014-01-01 3
Number of participants with account balances 2014-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: SAVINGS INCENTIVE AND PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 3
Total of all active and inactive participants 2013-01-01 3
Total participants 2013-01-01 3
Number of participants with account balances 2013-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: SAVINGS INCENTIVE AND PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 3
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 3
Number of participants with account balances 2012-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: SAVINGS INCENTIVE AND PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 3
Total of all active and inactive participants 2011-01-01 3
Total participants 2011-01-01 3
Number of participants with account balances 2011-01-01 3
2010: SAVINGS INCENTIVE AND PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 3
Number of retired or separated participants receiving benefits 2010-01-01 0
Total of all active and inactive participants 2010-01-01 3
Total participants 2010-01-01 3
Number of participants with account balances 2010-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: SAVINGS INCENTIVE AND PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 3
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 3
Number of participants with account balances 2009-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2015: SAVINGS INCENTIVE AND PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	0
Total of all active and inactive participants	2015-01-01	0
Total participants	2015-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: SAVINGS INCENTIVE AND PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	3
Number of retired or separated participants receiving benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	3
Total participants	2014-01-01	3
Number of participants with account balances	2014-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: SAVINGS INCENTIVE AND PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	3
Total of all active and inactive participants	2013-01-01	3
Total participants	2013-01-01	3
Number of participants with account balances	2013-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: SAVINGS INCENTIVE AND PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	3
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	3
Number of participants with account balances	2012-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: SAVINGS INCENTIVE AND PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	3
Total of all active and inactive participants	2011-01-01	3
Total participants	2011-01-01	3
Number of participants with account balances	2011-01-01	3
2010: SAVINGS INCENTIVE AND PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	3
Number of retired or separated participants receiving benefits	2010-01-01	0
Total of all active and inactive participants	2010-01-01	3
Total participants	2010-01-01	3
Number of participants with account balances	2010-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: SAVINGS INCENTIVE AND PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	3
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	3
Number of participants with account balances	2009-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on SAVINGS INCENTIVE AND PROFIT SHARING PLAN

Measure	Date	Value
2015 : SAVINGS INCENTIVE AND PROFIT SHARING PLAN 2015 401k financial data
Total plan liabilities at beginning of year	2015-03-31	$50,000
Total income from all sources	2015-03-31	$525,742
Expenses. Total of all expenses incurred	2015-03-31	$1,062,872
Benefits paid (including direct rollovers)	2015-03-31	$1,061,095
Total plan assets at end of year	2015-03-31	$0
Total plan assets at beginning of year	2015-03-31	$587,130
Value of fidelity bond covering the plan	2015-03-31	$10,000,000
Assets. Value of tangible personal property	2015-03-31	$0
Expenses. Other expenses not covered elsewhere	2015-03-31	$1,777
Other income received	2015-03-31	$525,742
Net income (gross income less expenses)	2015-03-31	$-537,130
Net plan assets at end of year (total assets less liabilities)	2015-03-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2015-03-31	$537,130
Assets. Value of participant loans	2015-03-31	$0
Assets. Value of employer securities	2015-03-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-03-31	$135,576
2014 : SAVINGS INCENTIVE AND PROFIT SHARING PLAN 2014 401k financial data
Total plan liabilities at end of year	2014-12-31	$50,000
Total income from all sources	2014-12-31	$40,484
Expenses. Total of all expenses incurred	2014-12-31	$0
Total plan assets at end of year	2014-12-31	$587,130
Total plan assets at beginning of year	2014-12-31	$496,646
Value of fidelity bond covering the plan	2014-12-31	$500,000
Assets. Value of loans (other than to participants)	2014-12-31	$124,878
Other income received	2014-12-31	$40,484
Net income (gross income less expenses)	2014-12-31	$40,484
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$537,130
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$496,646
Assets. Value of employer securities	2014-12-31	$342,742
2013 : SAVINGS INCENTIVE AND PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$16,977
Expenses. Total of all expenses incurred	2013-12-31	$0
Total plan assets at end of year	2013-12-31	$496,646
Total plan assets at beginning of year	2013-12-31	$479,669
Value of fidelity bond covering the plan	2013-12-31	$500,000
Assets. Value of loans (other than to participants)	2013-12-31	$104,831
Other income received	2013-12-31	$16,977
Net income (gross income less expenses)	2013-12-31	$16,977
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$496,646
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$479,669
Assets. Value of employer securities	2013-12-31	$342,742
2012 : SAVINGS INCENTIVE AND PROFIT SHARING PLAN 2012 401k financial data
Transfers to/from the plan	2012-12-31	$0
Total plan liabilities at end of year	2012-12-31	$75,000
Total income from all sources	2012-12-31	$42,729
Total plan assets at end of year	2012-12-31	$554,669
Total plan assets at beginning of year	2012-12-31	$436,940
Value of fidelity bond covering the plan	2012-12-31	$500,000
Assets. Value of loans (other than to participants)	2012-12-31	$94,896
Other income received	2012-12-31	$42,729
Net income (gross income less expenses)	2012-12-31	$42,729
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$479,669
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$436,940
Assets. Value of employer securities	2012-12-31	$298,742
2011 : SAVINGS INCENTIVE AND PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$17,548
Total plan assets at end of year	2011-12-31	$436,940
Total plan assets at beginning of year	2011-12-31	$419,392
Value of fidelity bond covering the plan	2011-12-31	$500,000
Assets. Value of loans (other than to participants)	2011-12-31	$130,340
Other income received	2011-12-31	$17,548
Net income (gross income less expenses)	2011-12-31	$17,548
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$436,940
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$419,392
Assets. Value of employer securities	2011-12-31	$224,620
2010 : SAVINGS INCENTIVE AND PROFIT SHARING PLAN 2010 401k financial data
Transfers to/from the plan	2010-12-31	$0
Total income from all sources	2010-12-31	$9,178
Total plan assets at end of year	2010-12-31	$419,392
Total plan assets at beginning of year	2010-12-31	$410,214
Value of fidelity bond covering the plan	2010-12-31	$500,000
Assets. Value of loans (other than to participants)	2010-12-31	$116,340
Other income received	2010-12-31	$9,178
Net income (gross income less expenses)	2010-12-31	$9,178
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$419,392
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$410,214
Assets. Value of employer securities	2010-12-31	$224,620

Form 5500 Responses for SAVINGS INCENTIVE AND PROFIT SHARING PLAN

2015: SAVINGS INCENTIVE AND PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	Yes
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: SAVINGS INCENTIVE AND PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: SAVINGS INCENTIVE AND PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: SAVINGS INCENTIVE AND PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: SAVINGS INCENTIVE AND PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: SAVINGS INCENTIVE AND PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: SAVINGS INCENTIVE AND PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	WAUKOMIS BANCSHARES, INC.
Employer identification number (EIN):	731604608
NAIC Classification:	522110
NAIC Description:	Commercial Banking