401k Plan data: PORT WASHINGTON STATE BANK EMPLOYEES ' PROFIT SHARING RETIREMENT PLAN plan

PORT WASHINGTON STATE BANK EMPLOYEES ' PROFIT SHARING RETIREMENT PLAN 401k Plan overview

Plan Name	PORT WASHINGTON STATE BANK EMPLOYEES ' PROFIT SHARING RETIREMENT PLAN
Plan identification number	002

PORT WASHINGTON STATE BANK EMPLOYEES ' PROFIT SHARING RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
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.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
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

PORT WASHINGTON STATE BANK has sponsored the creation of one or more 401k plans.

Company Name: PORT WASHINGTON STATE BANK

Employer identification number (EIN): 390545620

NAIC Classification: 522110
NAIC Description: Commercial Banking

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PORT WASHINGTON STATE BANK EMPLOYEES ' PROFIT SHARING RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 CINDY NIERODE 2024-08-28
002 2022-01-01 CINDY NIERODE 2023-09-17
002 2022-01-01 CINDY NIERODE 2024-03-26
002 2021-01-01 CINDY NIERODE 2022-08-29
002 2020-01-01 CINDY NIERODE 2021-08-24
002 2019-01-01 CINDY NIERODE 2020-09-14
002 2018-01-01 CINDY NIERODE 2019-09-17
002 2017-01-01 CINDY NIERODE CINDY NIERODE 2018-10-04
002 2016-01-01 CINDY NIERODE 2017-10-03 CINDY NIERODE 2017-10-03
002 2015-01-01 CINDY NIERODE CINDY NIERODE 2016-07-14
002 2014-01-01 CINDY NIERODE CINDY NIERODE 2015-07-02
002 2013-01-01 CINDY NIERODE CINDY NIERODE 2014-05-29
002 2012-01-01 CINDY NIERODE CINDY NIERODE 2013-06-25
002 2011-01-01 CINDY NIERODE CINDY NIERODE 2012-08-07
002 2009-01-01 CINDY NIERODE CINDY NIERODE 2010-06-11
002 2009-01-01 CINDY NIERODE CINDY NIERODE 2010-06-11
002 2009-01-01 CINDY NIERODE CINDY NIERODE 2010-06-11
002 2009-01-01 CINDY NIERODE CINDY NIERODE 2010-06-09

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01	CINDY NIERODE	2024-08-28
002	2022-01-01	CINDY NIERODE	2023-09-17
002	2022-01-01	CINDY NIERODE	2024-03-26
002	2021-01-01	CINDY NIERODE	2022-08-29
002	2020-01-01	CINDY NIERODE	2021-08-24
002	2019-01-01	CINDY NIERODE	2020-09-14
002	2018-01-01	CINDY NIERODE	2019-09-17
002	2017-01-01	CINDY NIERODE		CINDY NIERODE	2018-10-04
002	2016-01-01	CINDY NIERODE	2017-10-03	CINDY NIERODE	2017-10-03
002	2015-01-01	CINDY NIERODE		CINDY NIERODE	2016-07-14
002	2014-01-01	CINDY NIERODE		CINDY NIERODE	2015-07-02
002	2013-01-01	CINDY NIERODE		CINDY NIERODE	2014-05-29
002	2012-01-01	CINDY NIERODE		CINDY NIERODE	2013-06-25
002	2011-01-01	CINDY NIERODE		CINDY NIERODE	2012-08-07
002	2009-01-01	CINDY NIERODE		CINDY NIERODE	2010-06-11
002	2009-01-01	CINDY NIERODE		CINDY NIERODE	2010-06-11
002	2009-01-01	CINDY NIERODE		CINDY NIERODE	2010-06-11
002	2009-01-01	CINDY NIERODE		CINDY NIERODE	2010-06-09

Plan Statistics for PORT WASHINGTON STATE BANK EMPLOYEES ' PROFIT SHARING RETIREMENT PLAN

401k plan membership statisitcs for PORT WASHINGTON STATE BANK EMPLOYEES ' PROFIT SHARING RETIREMENT PLAN

Measure Date Value
2023: PORT WASHINGTON STATE BANK EMPLOYEES ' PROFIT SHARING RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 157
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 100
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 41
Total of all active and inactive participants 2023-01-01 141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 1
Total participants 2023-01-01 142
Number of participants with account balances 2023-01-01 140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 5
2022: PORT WASHINGTON STATE BANK EMPLOYEES ' PROFIT SHARING RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 155
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 99
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 57
Total of all active and inactive participants 2022-01-01 156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 1
Total participants 2022-01-01 157
Number of participants with account balances 2022-01-01 157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 3
2021: PORT WASHINGTON STATE BANK EMPLOYEES ' PROFIT SHARING RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 152
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 103
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 51
Total of all active and inactive participants 2021-01-01 154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 1
Total participants 2021-01-01 155
Number of participants with account balances 2021-01-01 154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 8
2020: PORT WASHINGTON STATE BANK EMPLOYEES ' PROFIT SHARING RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 137
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 105
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 45
Total of all active and inactive participants 2020-01-01 150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 1
Total participants 2020-01-01 151
Number of participants with account balances 2020-01-01 146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 2
2019: PORT WASHINGTON STATE BANK EMPLOYEES ' PROFIT SHARING RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 142
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 95
Number of retired or separated participants receiving benefits 2019-01-01 2
Number of other retired or separated participants entitled to future benefits 2019-01-01 39
Total of all active and inactive participants 2019-01-01 136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 1
Total participants 2019-01-01 137
Number of participants with account balances 2019-01-01 135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 5
2018: PORT WASHINGTON STATE BANK EMPLOYEES ' PROFIT SHARING RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 126
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 99
Number of retired or separated participants receiving benefits 2018-01-01 2
Number of other retired or separated participants entitled to future benefits 2018-01-01 41
Total of all active and inactive participants 2018-01-01 142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 142
Number of participants with account balances 2018-01-01 138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 5
2017: PORT WASHINGTON STATE BANK EMPLOYEES ' PROFIT SHARING RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 134
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 86
Number of retired or separated participants receiving benefits 2017-01-01 2
Number of other retired or separated participants entitled to future benefits 2017-01-01 38
Total of all active and inactive participants 2017-01-01 126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 126
Number of participants with account balances 2017-01-01 126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 5
2015: PORT WASHINGTON STATE BANK EMPLOYEES ' PROFIT SHARING RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 111
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 81
Number of retired or separated participants receiving benefits 2015-01-01 1
Number of other retired or separated participants entitled to future benefits 2015-01-01 37
Total of all active and inactive participants 2015-01-01 119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 119
Number of participants with account balances 2015-01-01 116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 2
2014: PORT WASHINGTON STATE BANK EMPLOYEES ' PROFIT SHARING RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 109
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 76
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 35
Total of all active and inactive participants 2014-01-01 111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 111
Number of participants with account balances 2014-01-01 111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 1
2013: PORT WASHINGTON STATE BANK EMPLOYEES ' PROFIT SHARING RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 108
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 76
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 33
Total of all active and inactive participants 2013-01-01 109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 109
Number of participants with account balances 2013-01-01 106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 3
2012: PORT WASHINGTON STATE BANK EMPLOYEES ' PROFIT SHARING RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 101
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 72
Number of retired or separated participants receiving benefits 2012-01-01 1
Number of other retired or separated participants entitled to future benefits 2012-01-01 26
Total of all active and inactive participants 2012-01-01 99
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 99
Number of participants with account balances 2012-01-01 99
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 6
2011: PORT WASHINGTON STATE BANK EMPLOYEES ' PROFIT SHARING RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 95
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 77
Number of retired or separated participants receiving benefits 2011-01-01 1
Number of other retired or separated participants entitled to future benefits 2011-01-01 23
Total of all active and inactive participants 2011-01-01 101
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 101
Number of participants with account balances 2011-01-01 101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 2
2009: PORT WASHINGTON STATE BANK EMPLOYEES ' PROFIT SHARING RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 99
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 84
Number of retired or separated participants receiving benefits 2009-01-01 1
Number of other retired or separated participants entitled to future benefits 2009-01-01 15
Total of all active and inactive participants 2009-01-01 100
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 100
Number of participants with account balances 2009-01-01 100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 4

Measure	Date	Value
2023: PORT WASHINGTON STATE BANK EMPLOYEES ' PROFIT SHARING RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	157
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	100
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	41
Total of all active and inactive participants	2023-01-01	141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	1
Total participants	2023-01-01	142
Number of participants with account balances	2023-01-01	140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	5
2022: PORT WASHINGTON STATE BANK EMPLOYEES ' PROFIT SHARING RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	155
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	99
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	57
Total of all active and inactive participants	2022-01-01	156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	1
Total participants	2022-01-01	157
Number of participants with account balances	2022-01-01	157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	3
2021: PORT WASHINGTON STATE BANK EMPLOYEES ' PROFIT SHARING RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	152
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	103
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	51
Total of all active and inactive participants	2021-01-01	154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	1
Total participants	2021-01-01	155
Number of participants with account balances	2021-01-01	154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	8
2020: PORT WASHINGTON STATE BANK EMPLOYEES ' PROFIT SHARING RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	137
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	105
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	45
Total of all active and inactive participants	2020-01-01	150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	1
Total participants	2020-01-01	151
Number of participants with account balances	2020-01-01	146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	2
2019: PORT WASHINGTON STATE BANK EMPLOYEES ' PROFIT SHARING RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	142
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	95
Number of retired or separated participants receiving benefits	2019-01-01	2
Number of other retired or separated participants entitled to future benefits	2019-01-01	39
Total of all active and inactive participants	2019-01-01	136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	1
Total participants	2019-01-01	137
Number of participants with account balances	2019-01-01	135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	5
2018: PORT WASHINGTON STATE BANK EMPLOYEES ' PROFIT SHARING RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	126
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	99
Number of retired or separated participants receiving benefits	2018-01-01	2
Number of other retired or separated participants entitled to future benefits	2018-01-01	41
Total of all active and inactive participants	2018-01-01	142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	142
Number of participants with account balances	2018-01-01	138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	5
2017: PORT WASHINGTON STATE BANK EMPLOYEES ' PROFIT SHARING RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	134
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	86
Number of retired or separated participants receiving benefits	2017-01-01	2
Number of other retired or separated participants entitled to future benefits	2017-01-01	38
Total of all active and inactive participants	2017-01-01	126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	126
Number of participants with account balances	2017-01-01	126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	5
2015: PORT WASHINGTON STATE BANK EMPLOYEES ' PROFIT SHARING RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	111
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	81
Number of retired or separated participants receiving benefits	2015-01-01	1
Number of other retired or separated participants entitled to future benefits	2015-01-01	37
Total of all active and inactive participants	2015-01-01	119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	119
Number of participants with account balances	2015-01-01	116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	2
2014: PORT WASHINGTON STATE BANK EMPLOYEES ' PROFIT SHARING RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	109
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	76
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	35
Total of all active and inactive participants	2014-01-01	111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	111
Number of participants with account balances	2014-01-01	111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	1
2013: PORT WASHINGTON STATE BANK EMPLOYEES ' PROFIT SHARING RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	108
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	76
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	33
Total of all active and inactive participants	2013-01-01	109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	109
Number of participants with account balances	2013-01-01	106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	3
2012: PORT WASHINGTON STATE BANK EMPLOYEES ' PROFIT SHARING RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	101
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	72
Number of retired or separated participants receiving benefits	2012-01-01	1
Number of other retired or separated participants entitled to future benefits	2012-01-01	26
Total of all active and inactive participants	2012-01-01	99
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	99
Number of participants with account balances	2012-01-01	99
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	6
2011: PORT WASHINGTON STATE BANK EMPLOYEES ' PROFIT SHARING RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	95
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	77
Number of retired or separated participants receiving benefits	2011-01-01	1
Number of other retired or separated participants entitled to future benefits	2011-01-01	23
Total of all active and inactive participants	2011-01-01	101
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	101
Number of participants with account balances	2011-01-01	101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	2
2009: PORT WASHINGTON STATE BANK EMPLOYEES ' PROFIT SHARING RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	99
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	84
Number of retired or separated participants receiving benefits	2009-01-01	1
Number of other retired or separated participants entitled to future benefits	2009-01-01	15
Total of all active and inactive participants	2009-01-01	100
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	100
Number of participants with account balances	2009-01-01	100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	4

Financial Data on PORT WASHINGTON STATE BANK EMPLOYEES ' PROFIT SHARING RETIREMENT PLAN

Measure	Date	Value
2023 : PORT WASHINGTON STATE BANK EMPLOYEES ' PROFIT SHARING RETIREMENT PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets	2023-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$20,800
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	$3,879,288
Total loss/gain on sale of assets	2023-12-31	$0
Total of all expenses incurred	2023-12-31	$1,975,627
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-12-31	$1,884,810
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-12-31	$1,349,112
Value of total assets at end of year	2023-12-31	$19,404,425
Value of total assets at beginning of year	2023-12-31	$17,479,964
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-12-31	$90,817
Total interest from all sources	2023-12-31	$60,211
Total dividends received (eg from common stock, registered investment company shares)	2023-12-31	$494,620
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-12-31	$494,620
Was this plan covered by a fidelity bond	2023-12-31	Yes
Value of fidelity bond cover	2023-12-31	$5,500,000
If this is an individual account plan, was there a blackout period	2023-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2023-12-31	No
Contributions received from participants	2023-12-31	$777,569
Participant contributions at end of year	2023-12-31	$38,329
Participant contributions at beginning of year	2023-12-31	$34,416
Income. Received or receivable in cash from other sources (including rollovers)	2023-12-31	$7,705
Total non interest bearing cash at end of year	2023-12-31	$31,853
Total non interest bearing cash at beginning of year	2023-12-31	$10,297
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Value of net income/loss	2023-12-31	$1,903,661
Value of net assets at end of year (total assets less liabilities)	2023-12-31	$19,383,625
Value of net assets at beginning of year (total assets less liabilities)	2023-12-31	$17,479,964
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-12-31	No
Were any leases to which the plan was party in default or uncollectible	2023-12-31	No
Investment advisory and management fees	2023-12-31	$49,665
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-12-31	$16,995,735
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-12-31	$14,565,950
Interest earned on other investments	2023-12-31	$60,211
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2023-12-31	$1,774,670
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2023-12-31	$2,312,410
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-12-31	$1,975,345
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-12-31	No
Was there a failure to transmit to the plan any participant contributions	2023-12-31	No
Has the plan failed to provide any benefit when due under the plan	2023-12-31	No
Contributions received in cash from employer	2023-12-31	$563,838
Employer contributions (assets) at end of year	2023-12-31	$563,838
Employer contributions (assets) at beginning of year	2023-12-31	$556,891
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-12-31	$1,884,810
Contract administrator fees	2023-12-31	$41,152
Liabilities. Value of benefit claims payable at end of year	2023-12-31	$20,800
Liabilities. Value of benefit claims payable at beginning of year	2023-12-31	$0
Did the plan have assets held for investment	2023-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-12-31	No
Opinion of an independent qualified public accountant for this plan	2023-12-31	Unqualified
Accountancy firm name	2023-12-31	WIPFLI
Accountancy firm EIN	2023-12-31	390758449
2022 : PORT WASHINGTON STATE BANK EMPLOYEES ' PROFIT SHARING RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$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	$-1,481,906
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$2,280,784
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$2,186,707
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,326,184
Value of total assets at end of year	2022-12-31	$17,479,964
Value of total assets at beginning of year	2022-12-31	$21,242,654
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$94,077
Total interest from all sources	2022-12-31	$50,820
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$741,331
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$741,331
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$5,500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$764,174
Participant contributions at end of year	2022-12-31	$34,416
Participant contributions at beginning of year	2022-12-31	$30,768
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$5,119
Total non interest bearing cash at end of year	2022-12-31	$10,297
Total non interest bearing cash at beginning of year	2022-12-31	$65,525
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-3,762,690
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$17,479,964
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$21,242,654
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$14,565,950
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$18,359,358
Interest earned on other investments	2022-12-31	$50,820
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$2,312,410
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$2,261,367
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-3,600,241
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$556,891
Employer contributions (assets) at end of year	2022-12-31	$556,891
Employer contributions (assets) at beginning of year	2022-12-31	$525,636
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$2,186,707
Contract administrator fees	2022-12-31	$94,077
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	WIPFLI
Accountancy firm EIN	2022-12-31	390758449
2021 : PORT WASHINGTON STATE BANK EMPLOYEES ' PROFIT SHARING RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$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	$3,643,123
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$411,808
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$318,966
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,330,057
Value of total assets at end of year	2021-12-31	$21,242,654
Value of total assets at beginning of year	2021-12-31	$18,011,339
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$92,842
Total interest from all sources	2021-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$1,001,035
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$1,001,035
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$5,500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$691,575
Participant contributions at end of year	2021-12-31	$30,768
Participant contributions at beginning of year	2021-12-31	$43,940
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$112,846
Total non interest bearing cash at end of year	2021-12-31	$65,525
Total non interest bearing cash at beginning of year	2021-12-31	$2
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$3,231,315
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$21,242,654
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$18,011,339
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$18,359,358
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$15,112,435
Interest earned on other investments	2021-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$2,261,367
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$2,356,348
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$1,312,031
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$525,636
Employer contributions (assets) at end of year	2021-12-31	$525,636
Employer contributions (assets) at beginning of year	2021-12-31	$498,614
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$318,966
Contract administrator fees	2021-12-31	$92,842
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	WIPFLI
Accountancy firm EIN	2021-12-31	390758449
2020 : PORT WASHINGTON STATE BANK EMPLOYEES ' PROFIT SHARING RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$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	$3,432,812
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$873,549
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$796,036
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,331,973
Value of total assets at end of year	2020-12-31	$18,011,339
Value of total assets at beginning of year	2020-12-31	$15,452,076
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$77,513
Total interest from all sources	2020-12-31	$43,326
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$569,541
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$569,541
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$5,500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$625,011
Participant contributions at end of year	2020-12-31	$43,940
Participant contributions at beginning of year	2020-12-31	$23,939
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$201,642
Total non interest bearing cash at end of year	2020-12-31	$2
Total non interest bearing cash at beginning of year	2020-12-31	$2
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$2,559,263
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$18,011,339
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$15,452,076
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$15,112,435
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$13,377,759
Interest earned on other investments	2020-12-31	$43,326
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$2,356,348
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$1,630,553
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$1,487,972
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$505,320
Employer contributions (assets) at end of year	2020-12-31	$498,614
Employer contributions (assets) at beginning of year	2020-12-31	$419,823
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$796,036
Contract administrator fees	2020-12-31	$77,513
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	WIPFLI
Accountancy firm EIN	2020-12-31	390758449
2019 : PORT WASHINGTON STATE BANK EMPLOYEES ' PROFIT SHARING RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$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	$3,397,819
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$1,666,233
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,591,480
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$963,951
Value of total assets at end of year	2019-12-31	$15,452,076
Value of total assets at beginning of year	2019-12-31	$13,720,490
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$74,753
Total interest from all sources	2019-12-31	$38,904
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$558,116
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$558,116
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$4,750,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$544,128
Participant contributions at end of year	2019-12-31	$23,939
Participant contributions at beginning of year	2019-12-31	$0
Total non interest bearing cash at end of year	2019-12-31	$2
Total non interest bearing cash at beginning of year	2019-12-31	$23,705
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$1,731,586
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$15,452,076
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$13,720,490
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$13,377,759
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$12,440,396
Interest earned on other investments	2019-12-31	$38,904
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$1,630,553
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$891,577
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$1,836,848
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$419,823
Employer contributions (assets) at end of year	2019-12-31	$419,823
Employer contributions (assets) at beginning of year	2019-12-31	$364,812
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,591,480
Contract administrator fees	2019-12-31	$74,753
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	WIPFLI
Accountancy firm EIN	2019-12-31	390758449
2018 : PORT WASHINGTON STATE BANK EMPLOYEES ' PROFIT SHARING RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$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	$468,939
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$824,970
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$763,436
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,041,549
Value of total assets at end of year	2018-12-31	$13,720,490
Value of total assets at beginning of year	2018-12-31	$14,076,521
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$61,534
Total interest from all sources	2018-12-31	$11,103
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$601,112
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$601,112
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$4,750,000
If this is an individual account plan, was there a blackout period	2018-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$475,104
Participant contributions at end of year	2018-12-31	$0
Participant contributions at beginning of year	2018-12-31	$17,168
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$201,633
Total non interest bearing cash at end of year	2018-12-31	$23,705
Total non interest bearing cash at beginning of year	2018-12-31	$1,964
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-356,031
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$13,720,490
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$14,076,521
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$12,440,396
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$13,478,250
Interest earned on other investments	2018-12-31	$11,103
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$891,577
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$204,963
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-1,184,825
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$364,812
Employer contributions (assets) at end of year	2018-12-31	$364,812
Employer contributions (assets) at beginning of year	2018-12-31	$374,176
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$763,436
Contract administrator fees	2018-12-31	$61,534
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2018-12-31	Yes
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	WIPFLI
Accountancy firm EIN	2018-12-31	390758449
2017 : PORT WASHINGTON STATE BANK EMPLOYEES ' PROFIT SHARING RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$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	$0
Total income from all sources (including contributions)	2017-12-31	$2,994,818
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$664,802
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$606,387
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,145,433
Value of total assets at end of year	2017-12-31	$14,076,521
Value of total assets at beginning of year	2017-12-31	$11,746,505
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$58,415
Total interest from all sources	2017-12-31	$2,058
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$5,500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$831,921
Participant contributions at end of year	2017-12-31	$17,168
Administrative expenses (other) incurred	2017-12-31	$58,415
Total non interest bearing cash at end of year	2017-12-31	$1,964
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$2,330,016
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$14,076,521
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$11,746,505
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$13,478,250
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$11,594,053
Interest earned on other investments	2017-12-31	$2,058
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$204,963
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$152,452
Net investment gain/loss from pooled separate accounts	2017-12-31	$1,847,327
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$313,512
Employer contributions (assets) at end of year	2017-12-31	$374,176
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$606,387
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	WIPFLI
Accountancy firm EIN	2017-12-31	390758449
2015 : PORT WASHINGTON STATE BANK EMPLOYEES ' PROFIT SHARING RETIREMENT PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$702,043
Expenses. Total of all expenses incurred	2015-12-31	$315,418
Benefits paid (including direct rollovers)	2015-12-31	$286,675
Total plan assets at end of year	2015-12-31	$10,935,231
Total plan assets at beginning of year	2015-12-31	$10,548,606
Value of fidelity bond covering the plan	2015-12-31	$2,500,000
Total contributions received or receivable from participants	2015-12-31	$421,305
Contributions received from other sources (not participants or employers)	2015-12-31	$3,071
Other income received	2015-12-31	$40,651
Net income (gross income less expenses)	2015-12-31	$386,625
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$10,935,231
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$10,548,606
Total contributions received or receivable from employer(s)	2015-12-31	$237,016
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$28,743
2014 : PORT WASHINGTON STATE BANK EMPLOYEES ' PROFIT SHARING RETIREMENT PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$1,161,652
Expenses. Total of all expenses incurred	2014-12-31	$782,679
Benefits paid (including direct rollovers)	2014-12-31	$782,237
Total plan assets at end of year	2014-12-31	$10,548,606
Total plan assets at beginning of year	2014-12-31	$10,169,633
Value of fidelity bond covering the plan	2014-12-31	$2,500,000
Total contributions received or receivable from participants	2014-12-31	$382,034
Expenses. Other expenses not covered elsewhere	2014-12-31	$442
Other income received	2014-12-31	$556,390
Net income (gross income less expenses)	2014-12-31	$378,973
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$10,548,606
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$10,169,633
Total contributions received or receivable from employer(s)	2014-12-31	$223,228
2013 : PORT WASHINGTON STATE BANK EMPLOYEES ' PROFIT SHARING RETIREMENT PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$2,120,067
Expenses. Total of all expenses incurred	2013-12-31	$197,390
Benefits paid (including direct rollovers)	2013-12-31	$196,421
Total plan assets at end of year	2013-12-31	$10,169,633
Total plan assets at beginning of year	2013-12-31	$8,246,956
Value of fidelity bond covering the plan	2013-12-31	$2,500,000
Total contributions received or receivable from participants	2013-12-31	$368,212
Other income received	2013-12-31	$1,510,128
Net income (gross income less expenses)	2013-12-31	$1,922,677
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$10,169,633
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$8,246,956
Total contributions received or receivable from employer(s)	2013-12-31	$241,727
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$969
2012 : PORT WASHINGTON STATE BANK EMPLOYEES ' PROFIT SHARING RETIREMENT PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$1,585,394
Expenses. Total of all expenses incurred	2012-12-31	$832,549
Benefits paid (including direct rollovers)	2012-12-31	$832,474
Total plan assets at end of year	2012-12-31	$8,246,956
Total plan assets at beginning of year	2012-12-31	$7,494,111
Value of fidelity bond covering the plan	2012-12-31	$2,500,000
Total contributions received or receivable from participants	2012-12-31	$342,453
Contributions received from other sources (not participants or employers)	2012-12-31	$127,826
Other income received	2012-12-31	$908,972
Net income (gross income less expenses)	2012-12-31	$752,845
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$8,246,956
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$7,494,111
Total contributions received or receivable from employer(s)	2012-12-31	$206,143
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$75
2011 : PORT WASHINGTON STATE BANK EMPLOYEES ' PROFIT SHARING RETIREMENT PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$527,004
Expenses. Total of all expenses incurred	2011-12-31	$27,240
Benefits paid (including direct rollovers)	2011-12-31	$27,240
Total plan assets at end of year	2011-12-31	$7,494,111
Total plan assets at beginning of year	2011-12-31	$6,994,347
Value of fidelity bond covering the plan	2011-12-31	$2,500,000
Total contributions received or receivable from participants	2011-12-31	$353,237
Contributions received from other sources (not participants or employers)	2011-12-31	$103,231
Other income received	2011-12-31	$-125,565
Net income (gross income less expenses)	2011-12-31	$499,764
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$7,494,111
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$6,994,347
Total contributions received or receivable from employer(s)	2011-12-31	$196,101
2010 : PORT WASHINGTON STATE BANK EMPLOYEES ' PROFIT SHARING RETIREMENT PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$1,177,732
Expenses. Total of all expenses incurred	2010-12-31	$460,744
Benefits paid (including direct rollovers)	2010-12-31	$460,719
Total plan assets at end of year	2010-12-31	$6,994,347
Total plan assets at beginning of year	2010-12-31	$6,277,359
Value of fidelity bond covering the plan	2010-12-31	$2,500,000
Total contributions received or receivable from participants	2010-12-31	$322,499
Expenses. Other expenses not covered elsewhere	2010-12-31	$25
Contributions received from other sources (not participants or employers)	2010-12-31	$19,263
Other income received	2010-12-31	$625,388
Net income (gross income less expenses)	2010-12-31	$716,988
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$6,994,347
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$6,277,359
Total contributions received or receivable from employer(s)	2010-12-31	$210,582

Form 5500 Responses for PORT WASHINGTON STATE BANK EMPLOYEES ' PROFIT SHARING RETIREMENT PLAN

2023: PORT WASHINGTON STATE BANK EMPLOYEES ' PROFIT SHARING RETIREMENT PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Insurance	Yes
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement – Insurance	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: PORT WASHINGTON STATE BANK EMPLOYEES ' PROFIT SHARING RETIREMENT PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: PORT WASHINGTON STATE BANK EMPLOYEES ' PROFIT SHARING RETIREMENT PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: PORT WASHINGTON STATE BANK EMPLOYEES ' PROFIT SHARING RETIREMENT PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: PORT WASHINGTON STATE BANK EMPLOYEES ' PROFIT SHARING RETIREMENT PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: PORT WASHINGTON STATE BANK EMPLOYEES ' PROFIT SHARING RETIREMENT PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: PORT WASHINGTON STATE BANK EMPLOYEES ' PROFIT SHARING RETIREMENT PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2015: PORT WASHINGTON STATE BANK EMPLOYEES ' PROFIT SHARING RETIREMENT 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	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: PORT WASHINGTON STATE BANK EMPLOYEES ' PROFIT SHARING RETIREMENT 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 – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: PORT WASHINGTON STATE BANK EMPLOYEES ' PROFIT SHARING RETIREMENT 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 – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: PORT WASHINGTON STATE BANK EMPLOYEES ' PROFIT SHARING RETIREMENT 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 – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: PORT WASHINGTON STATE BANK EMPLOYEES ' PROFIT SHARING RETIREMENT 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 – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: PORT WASHINGTON STATE BANK EMPLOYEES ' PROFIT SHARING RETIREMENT PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	Yes
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 – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

811910

Policy instance

Insurance contract or identification number	811910
Number of Individuals Covered	142
Insurance policy start date	2023-01-01
Insurance policy end date	2023-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

811910

Policy instance

Insurance contract or identification number	811910
Number of Individuals Covered	157
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

811910

Policy instance

Insurance contract or identification number	811910
Number of Individuals Covered	155
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

811910

Policy instance

Insurance contract or identification number	811910
Number of Individuals Covered	151
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

811910

Policy instance

Insurance contract or identification number	811910
Number of Individuals Covered	137
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

ZH9539

Policy instance

Insurance contract or identification number	ZH9539
Number of Individuals Covered	0
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	Yes

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

811910

Policy instance

Insurance contract or identification number	811910
Number of Individuals Covered	142
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

ZH9539

Policy instance

Insurance contract or identification number	01982
Number of Individuals Covered	573
Insurance policy start date	2010-02-01
Insurance policy end date	2011-01-31
Total amount of commissions paid to insurance broker	USD $5,387
Life Insurance Welfare Benefit	Yes
Other welfare benefits provided	ACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to Carrier	USD $238,685
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

ZH9839

Policy instance

Insurance contract or identification number	ZH9839
Number of Individuals Covered	119
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

ZH9839

Policy instance

Insurance contract or identification number	ZH9839
Number of Individuals Covered	111
Insurance policy start date	2014-11-18
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

ZH9229

Policy instance

Insurance contract or identification number	ZH9229
Number of Individuals Covered	0
Insurance policy start date	2014-01-01
Insurance policy end date	2014-11-18
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

ZH9229

Policy instance

Insurance contract or identification number	ZH9229
Number of Individuals Covered	109
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

ZH9229

Policy instance

Insurance contract or identification number	ZH9229
Number of Individuals Covered	99
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $5,889
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $5,889
Amount paid for insurance broker fees	0
Insurance broker organization code?	3
Insurance broker name	LPL FINANCIAL CORPORATION

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

ZH9229

Policy instance

Insurance contract or identification number	ZH9229
Number of Individuals Covered	101
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $22,649
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

ZH9229

Policy instance

Insurance contract or identification number	ZH9229
Number of Individuals Covered	95
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $21,304
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $21,304
Amount paid for insurance broker fees	0
Insurance broker organization code?	3
Insurance broker name	NRP FINANCIAL INC

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Company Name:	PORT WASHINGTON STATE BANK
Employer identification number (EIN):	390545620
NAIC Classification:	522110
NAIC Description:	Commercial Banking