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BANK OF KAUKAUNA 401(K) PLAN 401k Plan overview

Plan NameBANK OF KAUKAUNA 401(K) PLAN
Plan identification number 001

BANK OF KAUKAUNA 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

THE BANK OF KAUKAUNA has sponsored the creation of one or more 401k plans.

Company Name:THE BANK OF KAUKAUNA
Employer identification number (EIN):390147810
NAIC Classification:522110
NAIC Description:Commercial Banking

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BANK OF KAUKAUNA 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01KELLAN POPP2024-05-28
0012022-01-01KELLAN POPP2023-04-06
0012021-01-01KELLAN POPP2022-05-10 KELLAN POPP2022-05-10
0012020-01-01MARY VERBETEN2021-03-23 MARY VERBETEN2021-03-23
0012019-01-01MARY VERBETEN2020-04-09 MARY VERBETEN2020-04-09
0012018-01-01MARY VERBETEN2019-04-30 MARY VERBETEN2019-04-30
0012017-01-01MARY VERBETEN2018-02-16 MARY VERBETEN2018-02-16
0012016-01-01MARY VERBETEN2017-01-20 MARY VERBETEN2017-01-20
0012015-01-01MARY VERBETEN2016-07-08 MARY VERBETEN2016-07-08
0012014-01-01MARY VERBETEN2015-08-20 MARY VERBETEN2015-08-20

Plan Statistics for BANK OF KAUKAUNA 401(K) PLAN

401k plan membership statisitcs for BANK OF KAUKAUNA 401(K) PLAN

Measure Date Value
2025: BANK OF KAUKAUNA 401(K) PLAN 2025 401k membership
Total number of particpants at beginning of year2025-06-1362
Total number of particpants at end of year2025-06-1355
Number of Participants With Account Balances2025-06-1354
2024: BANK OF KAUKAUNA 401(K) PLAN 2024 401k membership
Total number of particpants at beginning of year2024-05-2857
Total number of particpants at end of year2024-05-2862
Number of Participants With Account Balances2024-05-2861
2022: BANK OF KAUKAUNA 401(K) PLAN 2022 401k membership
Total number of particpants at beginning of year2022-05-1052
Total number of particpants at end of year2022-05-1056
Number of Participants With Account Balances2022-05-1056

Financial Data on BANK OF KAUKAUNA 401(K) PLAN

Measure Date Value
2025 : BANK OF KAUKAUNA 401(K) PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-06-130
Total liabilities as of the end of the plan year2025-06-130
Total liabilities as of the beginning of the plan year2025-06-130
Total expenses incurred by plan in this plan year2025-06-131189204
Net assets as of the end of the plan year2025-06-135668916
Total assets as of the beginning of the plan year2025-06-135729040
Value of plan covered by a fidelity bond2025-06-132275000
Participant contributions to plan in this plan year2025-06-13289640
Other expenses paid from plan in this plan year2025-06-130
Other contributions to plan in this plan year2025-06-1315898
Other income to plan in this plan year2025-06-13693568
Plan net income in this plan year2025-06-13-60124
Net assets as of the end of the plan year2025-06-135668916
Net assets as of the beginning of the plan year2025-06-135729040
Employer contributions to plan in this plan year2025-06-13129974
Fees paid to broker by Benefit Provider2025-06-1323
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-1335279
2024 : BANK OF KAUKAUNA 401(K) PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-05-280
Total liabilities as of the end of the plan year2024-05-280
Total liabilities as of the beginning of the plan year2024-05-280
Total expenses incurred by plan in this plan year2024-05-28149741
Net assets as of the end of the plan year2024-05-285729040
Total assets as of the beginning of the plan year2024-05-284677187
Value of plan covered by a fidelity bond2024-05-282275000
Participant contributions to plan in this plan year2024-05-28260795
Other expenses paid from plan in this plan year2024-05-280
Other contributions to plan in this plan year2024-05-2845645
Other income to plan in this plan year2024-05-28781195
Plan net income in this plan year2024-05-281051853
Net assets as of the end of the plan year2024-05-285729040
Net assets as of the beginning of the plan year2024-05-284677187
Employer contributions to plan in this plan year2024-05-28113959
Fees paid to broker by Benefit Provider2024-05-28346
Expensese paid to adminstrative service provicers from plan in this plan year2024-05-2833174
2022 : BANK OF KAUKAUNA 401(K) PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-05-100
Total liabilities as of the end of the plan year2022-05-100
Total liabilities as of the beginning of the plan year2022-05-100
Total expenses incurred by plan in this plan year2022-05-10221776
Net assets as of the end of the plan year2022-05-105234248
Total assets as of the beginning of the plan year2022-05-104461535
Value of plan covered by a fidelity bond2022-05-102275000
Participant contributions to plan in this plan year2022-05-10237727
Other expenses paid from plan in this plan year2022-05-100
Other contributions to plan in this plan year2022-05-100
Other income to plan in this plan year2022-05-10650712
Plan net income in this plan year2022-05-10772713
Net assets as of the end of the plan year2022-05-105234248
Net assets as of the beginning of the plan year2022-05-104461535
Value of contributions failed to transmitted timely2022-05-10392
Employer contributions to plan in this plan year2022-05-10106050
Fees paid to broker by Benefit Provider2022-05-101034
Expensese paid to adminstrative service provicers from plan in this plan year2022-05-1031821

Potentially related plans

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