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BANK OF SUN PRAIRIE EMPLOYEE STOCK OWNERSHIP PLAN 401k Plan overview

Plan NameBANK OF SUN PRAIRIE EMPLOYEE STOCK OWNERSHIP PLAN
Plan identification number 003

BANK OF SUN PRAIRIE EMPLOYEE STOCK OWNERSHIP PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Stock bonus
  • 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.
  • Leveraged ESOP - An ESOP that acquires employer securities with borrowed money or other debt-financing techniques. A completed Schedule E must be attached to a Form 5500 filed for an ESOP.
  • Plan requiring that all or part of employer contributions be invested and held, at least for a limited period, in employer securities.

401k Sponsoring company profile

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

Company Name:BOSP BANCSHARES, INC.
Employer identification number (EIN):263110278
NAIC Classification:522110
NAIC Description:Commercial Banking

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BANK OF SUN PRAIRIE EMPLOYEE STOCK OWNERSHIP PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032024-01-01BRIDGET TRAVNICK OBERFOELL
0032023-01-01
0032023-01-01BRIDGET TRAVNICK OBERFOELL
0032022-01-01
0032022-01-01CARRIE ROSENAU
0032021-01-01
0032021-01-01TRISH KIENITZ
0032020-01-01
0032019-01-01
0032018-01-01TRISH KIENITZ TRISH KIENITZ2019-07-24

Financial Data on BANK OF SUN PRAIRIE EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2024 : BANK OF SUN PRAIRIE EMPLOYEE STOCK OWNERSHIP PLAN 2024 401k financial data
Total plan liabilities at end of year2024-01-01$1,663,100
Total plan liabilities at beginning of year2024-01-01$1,714,481
Total income from all sources2024-01-01$-281,550
Expenses. Total of all expenses incurred2024-01-01$61,222
Benefits paid (including direct rollovers)2024-01-01$13,829
Total plan assets at end of year2024-01-01$2,673,974
Total plan assets at beginning of year2024-01-01$3,068,127
Value of fidelity bond covering the plan2024-01-01$10,000,000
Expenses. Other expenses not covered elsewhere2024-01-01$47,148
Other income received2024-01-01$-395,848
Net income (gross income less expenses)2024-01-01$-342,772
Net plan assets at end of year (total assets less liabilities)2024-01-01$1,010,874
Net plan assets at beginning of year (total assets less liabilities)2024-01-01$1,353,646
Assets. Value of employer securities2024-01-01$2,585,340
Total contributions received or receivable from employer(s)2024-01-01$114,298
Expenses. Administrative service providers (salaries,fees and commissions)2024-01-01$245
2023 : BANK OF SUN PRAIRIE EMPLOYEE STOCK OWNERSHIP PLAN 2023 401k financial data
Total plan liabilities at end of year2023-12-31$1,714,481
Total plan liabilities at beginning of year2023-12-31$1,764,486
Total income from all sources2023-12-31$293,611
Expenses. Total of all expenses incurred2023-12-31$121,235
Benefits paid (including direct rollovers)2023-12-31$72,292
Total plan assets at end of year2023-12-31$3,068,127
Total plan assets at beginning of year2023-12-31$2,945,756
Value of fidelity bond covering the plan2023-12-31$10,000,000
Expenses. Other expenses not covered elsewhere2023-12-31$48,523
Other income received2023-12-31$164,321
Net income (gross income less expenses)2023-12-31$172,376
Net plan assets at end of year (total assets less liabilities)2023-12-31$1,353,646
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$1,181,270
Assets. Value of employer securities2023-12-31$3,024,360
Total contributions received or receivable from employer(s)2023-12-31$129,290
Expenses. Administrative service providers (salaries,fees and commissions)2023-12-31$420
2022 : BANK OF SUN PRAIRIE EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k financial data
Total plan liabilities at end of year2022-12-31$1,764,486
Total plan liabilities at beginning of year2022-12-31$1,813,156
Total income from all sources2022-12-31$266,778
Expenses. Total of all expenses incurred2022-12-31$100,786
Benefits paid (including direct rollovers)2022-12-31$50,469
Total plan assets at end of year2022-12-31$2,945,756
Total plan assets at beginning of year2022-12-31$2,828,434
Value of fidelity bond covering the plan2022-12-31$10,000,000
Expenses. Other expenses not covered elsewhere2022-12-31$49,862
Other income received2022-12-31$215,088
Net income (gross income less expenses)2022-12-31$165,992
Net plan assets at end of year (total assets less liabilities)2022-12-31$1,181,270
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$1,015,278
Assets. Value of employer securities2022-12-31$2,926,800
Total contributions received or receivable from employer(s)2022-12-31$51,690
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$455
2021 : BANK OF SUN PRAIRIE EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k financial data
Total plan liabilities at end of year2021-12-31$1,813,156
Total plan liabilities at beginning of year2021-12-31$1,860,520
Total income from all sources2021-12-31$405,862
Expenses. Total of all expenses incurred2021-12-31$59,755
Benefits paid (including direct rollovers)2021-12-31$8,591
Total plan assets at end of year2021-12-31$2,828,434
Total plan assets at beginning of year2021-12-31$2,529,691
Value of fidelity bond covering the plan2021-12-31$10,000,000
Expenses. Other expenses not covered elsewhere2021-12-31$51,164
Other income received2021-12-31$351,214
Net income (gross income less expenses)2021-12-31$346,107
Net plan assets at end of year (total assets less liabilities)2021-12-31$1,015,278
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$669,171
Assets. Value of employer securities2021-12-31$2,780,460
Total contributions received or receivable from employer(s)2021-12-31$54,648
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : BANK OF SUN PRAIRIE EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k financial data
Total plan liabilities at end of year2020-12-31$1,860,520
Total plan liabilities at beginning of year2020-12-31$1,906,615
Total income from all sources2020-12-31$320,032
Expenses. Total of all expenses incurred2020-12-31$62,027
Benefits paid (including direct rollovers)2020-12-31$9,315
Total plan assets at end of year2020-12-31$2,529,691
Total plan assets at beginning of year2020-12-31$2,317,781
Value of fidelity bond covering the plan2020-12-31$10,000,000
Expenses. Other expenses not covered elsewhere2020-12-31$52,432
Other income received2020-12-31$250,034
Net income (gross income less expenses)2020-12-31$258,005
Net plan assets at end of year (total assets less liabilities)2020-12-31$669,171
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$411,166
Assets. Value of employer securities2020-12-31$2,487,780
Total contributions received or receivable from employer(s)2020-12-31$69,998
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$280
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : BANK OF SUN PRAIRIE EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k financial data
Total plan liabilities at end of year2019-12-31$1,906,615
Total plan liabilities at beginning of year2019-12-31$1,951,646
Total income from all sources2019-12-31$304,136
Expenses. Total of all expenses incurred2019-12-31$53,666
Total plan assets at end of year2019-12-31$2,317,781
Total plan assets at beginning of year2019-12-31$2,112,342
Value of fidelity bond covering the plan2019-12-31$10,000,000
Expenses. Other expenses not covered elsewhere2019-12-31$53,666
Other income received2019-12-31$244,267
Net income (gross income less expenses)2019-12-31$250,470
Net plan assets at end of year (total assets less liabilities)2019-12-31$411,166
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$160,696
Assets. Value of employer securities2019-12-31$2,292,660
Total contributions received or receivable from employer(s)2019-12-31$59,869
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : BANK OF SUN PRAIRIE EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$1,951,646
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$211,132
Expenses. Total of all expenses incurred2018-12-31$50,436
Benefits paid (including direct rollovers)2018-12-31$0
Total plan assets at end of year2018-12-31$2,112,342
Total plan assets at beginning of year2018-12-31$0
Value of fidelity bond covering the plan2018-12-31$10,000,000
Total contributions received or receivable from participants2018-12-31$0
Expenses. Other expenses not covered elsewhere2018-12-31$50,027
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$159,023
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$160,696
Net plan assets at end of year (total assets less liabilities)2018-12-31$160,696
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$0
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2018-12-31$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year2018-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022018-12-31$0
Total contributions received or receivable from employer(s)2018-12-31$52,109
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$409
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0

Form 5500 Responses for BANK OF SUN PRAIRIE EMPLOYEE STOCK OWNERSHIP PLAN

2023: BANK OF SUN PRAIRIE EMPLOYEE STOCK OWNERSHIP PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: BANK OF SUN PRAIRIE EMPLOYEE STOCK OWNERSHIP PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: BANK OF SUN PRAIRIE EMPLOYEE STOCK OWNERSHIP PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: BANK OF SUN PRAIRIE EMPLOYEE STOCK OWNERSHIP PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: BANK OF SUN PRAIRIE EMPLOYEE STOCK OWNERSHIP PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: BANK OF SUN PRAIRIE EMPLOYEE STOCK OWNERSHIP PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01First time form 5500 has been submittedYes
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes

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