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THE AMERICAN LEGION, DEPARTMENT OF WISCONSIN RETIREMENT PLAN 401k Plan overview

Plan NameTHE AMERICAN LEGION, DEPARTMENT OF WISCONSIN RETIREMENT PLAN
Plan identification number 001

THE AMERICAN LEGION, DEPARTMENT OF WISCONSIN RETIREMENT PLAN Benefits

401k Plan TypeDefined 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.
  • 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

THE AMERICAN LEGION, DEPARTMENT OF WISCONSIN has sponsored the creation of one or more 401k plans.

Company Name:THE AMERICAN LEGION, DEPARTMENT OF WISCONSIN
Employer identification number (EIN):390128222
NAIC Classification:921000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE AMERICAN LEGION, DEPARTMENT OF WISCONSIN RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01LEE ROUNDY2022-08-03 LEE ROUNDY2022-08-03
0012020-01-01LEE ROUNDY2021-10-14 LEE ROUNDY2021-10-14
0012019-01-01LEE ROUNDY2020-10-15 LEE ROUNDY2020-10-15
0012018-01-01AMBER NIKOLAI2019-10-15
0012017-01-01DWIGHT JOHNSON2018-07-17 DWIGHT JOHNSON2018-07-17
0012016-01-01DWIGHT JOHNSON2017-06-27 DWIGHT JOHNSON2017-06-27
0012014-01-01WILMA FRAZER2015-06-23
0012013-01-01WILMA FRAZER2014-07-09
0012012-01-01WILMA FRAZER2013-07-24

Plan Statistics for THE AMERICAN LEGION, DEPARTMENT OF WISCONSIN RETIREMENT PLAN

401k plan membership statisitcs for THE AMERICAN LEGION, DEPARTMENT OF WISCONSIN RETIREMENT PLAN

Measure Date Value
2025: THE AMERICAN LEGION, DEPARTMENT OF WISCONSIN RETIREMENT PLAN 2025 401k membership
Total number of particpants at beginning of year2025-03-0517
Total number of particpants at end of year2025-03-0518
Number of Participants With Account Balances2025-03-0518
2024: THE AMERICAN LEGION, DEPARTMENT OF WISCONSIN RETIREMENT PLAN 2024 401k membership
Total number of particpants at beginning of year2024-06-0316
Total number of particpants at end of year2024-06-0316
Number of Participants With Account Balances2024-06-0316
2022: THE AMERICAN LEGION, DEPARTMENT OF WISCONSIN RETIREMENT PLAN 2022 401k membership
Total number of particpants at beginning of year2022-08-0314
Total number of particpants at end of year2022-08-0312
Number of Participants With Account Balances2022-08-0312

Financial Data on THE AMERICAN LEGION, DEPARTMENT OF WISCONSIN RETIREMENT PLAN

Measure Date Value
2025 : THE AMERICAN LEGION, DEPARTMENT OF WISCONSIN RETIREMENT PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-03-050
Total liabilities as of the end of the plan year2025-03-050
Total liabilities as of the beginning of the plan year2025-03-050
Total expenses incurred by plan in this plan year2025-03-0525592
Net assets as of the end of the plan year2025-03-05394977
Total assets as of the beginning of the plan year2025-03-05314878
Value of plan covered by a fidelity bond2025-03-0550000
Participant contributions to plan in this plan year2025-03-0549466
Value of participant loans at end of plan year2025-03-05440
Other expenses paid from plan in this plan year2025-03-050
Other contributions to plan in this plan year2025-03-050
Other income to plan in this plan year2025-03-0524625
Plan net income in this plan year2025-03-0580099
Net assets as of the end of the plan year2025-03-05394977
Net assets as of the beginning of the plan year2025-03-05314878
Employer contributions to plan in this plan year2025-03-0531600
Fees paid to broker by Benefit Provider2025-03-051787
Expensese paid to adminstrative service provicers from plan in this plan year2025-03-0550
2024 : THE AMERICAN LEGION, DEPARTMENT OF WISCONSIN RETIREMENT PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-06-030
Total liabilities as of the end of the plan year2024-06-030
Total liabilities as of the beginning of the plan year2024-06-030
Total expenses incurred by plan in this plan year2024-06-038534
Net assets as of the end of the plan year2024-06-03314878
Total assets as of the beginning of the plan year2024-06-03216042
Value of plan covered by a fidelity bond2024-06-0350000
Participant contributions to plan in this plan year2024-06-0341703
Value of participant loans at end of plan year2024-06-031165
Other expenses paid from plan in this plan year2024-06-030
Other contributions to plan in this plan year2024-06-032662
Other income to plan in this plan year2024-06-0327032
Plan net income in this plan year2024-06-0398836
Net assets as of the end of the plan year2024-06-03314878
Net assets as of the beginning of the plan year2024-06-03216042
Employer contributions to plan in this plan year2024-06-0335973
Fees paid to broker by Benefit Provider2024-06-031282
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-0350
2022 : THE AMERICAN LEGION, DEPARTMENT OF WISCONSIN RETIREMENT PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-08-030
Total liabilities as of the end of the plan year2022-08-030
Total liabilities as of the beginning of the plan year2022-08-030
Total expenses incurred by plan in this plan year2022-08-0330197
Net assets as of the end of the plan year2022-08-03246668
Total assets as of the beginning of the plan year2022-08-03230145
Participant contributions to plan in this plan year2022-08-0324435
Other expenses paid from plan in this plan year2022-08-030
Other contributions to plan in this plan year2022-08-030
Other income to plan in this plan year2022-08-039370
Plan net income in this plan year2022-08-0316523
Net assets as of the end of the plan year2022-08-03246668
Net assets as of the beginning of the plan year2022-08-03230145
Employer contributions to plan in this plan year2022-08-0312915
Fees paid to broker by Benefit Provider2022-08-031587
Expensese paid to adminstrative service provicers from plan in this plan year2022-08-0375

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