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WISCONSIN ASSOCIATION OF SCHOOL DISTRICT ADMINISTRATORS PROFIT SHARING PLAN 401k Plan overview

Plan NameWISCONSIN ASSOCIATION OF SCHOOL DISTRICT ADMINISTRATORS PROFIT SHARING PLAN
Plan identification number 001

WISCONSIN ASSOCIATION OF SCHOOL DISTRICT ADMINISTRATORS PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
    SELECT distinct(Description) AS Description FROM 401k_benefit_codes LEFT JOIN 401k_benefit_code_description ON BenefitCode=Code COLLATE utf8_unicode_ci WHERE EIN='391501805' AND PlanID='001'

401k Sponsoring company profile

WISCONSIN ASSOCIATION OF SCHOOL DISTRICT ADMINISTRATORS has sponsored the creation of one or more 401k plans.

Company Name:WISCONSIN ASSOCIATION OF SCHOOL DISTRICT ADMINISTRATORS
Employer identification number (EIN):391501805
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WISCONSIN ASSOCIATION OF SCHOOL DISTRICT ADMINISTRATORS PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01JON BALES2024-07-30
0012022-01-01JON BALES2023-11-08 JON BALES2023-11-08
0012021-01-01JON BALES2022-06-30 JON BALES2022-06-30
0012020-01-01JON BALES2022-06-15 JON BALES2022-06-15
0012019-01-01JON BALES2020-10-13 JON BALES2020-10-13
0012018-01-01JON BALES2019-07-16
0012017-01-01JON BALES2018-10-15 JON BALES2018-10-15
0012016-01-01JON BALES2017-09-26 JON BALES2017-09-26
0012015-01-01JON BALES2016-07-25
0012014-01-01JON BALES
0012013-01-01JON BALES
0012012-01-01JON BALES
0012011-01-01MILES TURNER
0012009-01-01MILES TURNER

Financial Data on WISCONSIN ASSOCIATION OF SCHOOL DISTRICT ADMINISTRATORS PROFIT SHARING PLAN

Measure Date Value
2025 : WISCONSIN ASSOCIATION OF SCHOOL DISTRICT ADMINISTRATORS PROFIT SHARING PLAN 2025 401k financial data
Total liabilities as of the end of the plan year2025-06-270
Total liabilities as of the beginning of the plan year2025-06-270
Total expenses incurred by plan in this plan year2025-06-270
Net assets as of the end of the plan year2025-06-271298376
Total assets as of the beginning of the plan year2025-06-271099838
Value of plan covered by a fidelity bond2025-06-27109984
Participant contributions to plan in this plan year2025-06-270
Other expenses paid from plan in this plan year2025-06-270
Other contributions to plan in this plan year2025-06-270
Other income to plan in this plan year2025-06-27161930
Plan net income in this plan year2025-06-27198538
Net assets as of the end of the plan year2025-06-271298376
Net assets as of the beginning of the plan year2025-06-271099838
Employer contributions to plan in this plan year2025-06-2736608
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-270
2024 : WISCONSIN ASSOCIATION OF SCHOOL DISTRICT ADMINISTRATORS PROFIT SHARING PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-07-301180
Net assets as of the end of the plan year2024-07-301099838
Total assets as of the beginning of the plan year2024-07-30932006
Value of plan covered by a fidelity bond2024-07-3093201
Participant contributions to plan in this plan year2024-07-300
Other expenses paid from plan in this plan year2024-07-300
Other contributions to plan in this plan year2024-07-300
Other income to plan in this plan year2024-07-30135193
Plan net income in this plan year2024-07-30167832
Net assets as of the end of the plan year2024-07-301099838
Net assets as of the beginning of the plan year2024-07-30932006
Employer contributions to plan in this plan year2024-07-3033819
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-301180
2014 : WISCONSIN ASSOCIATION OF SCHOOL DISTRICT ADMINISTRATORS PROFIT SHARING PLAN 2014 401k financial data
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$52,656
Expenses. Total of all expenses incurred2014-12-31$0
Total plan assets at end of year2014-12-31$459,358
Total plan assets at beginning of year2014-12-31$406,702
Value of fidelity bond covering the plan2014-12-31$45,000
Other income received2014-12-31$27,281
Net income (gross income less expenses)2014-12-31$52,656
Net plan assets at end of year (total assets less liabilities)2014-12-31$459,358
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$406,702
Total contributions received or receivable from employer(s)2014-12-31$25,375
2013 : WISCONSIN ASSOCIATION OF SCHOOL DISTRICT ADMINISTRATORS PROFIT SHARING PLAN 2013 401k financial data
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$82,064
Expenses. Total of all expenses incurred2013-12-31$0
Total plan assets at end of year2013-12-31$406,702
Total plan assets at beginning of year2013-12-31$324,638
Value of fidelity bond covering the plan2013-12-31$45,000
Other income received2013-12-31$57,309
Net income (gross income less expenses)2013-12-31$82,064
Net plan assets at end of year (total assets less liabilities)2013-12-31$406,702
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$324,638
Total contributions received or receivable from employer(s)2013-12-31$24,755
2012 : WISCONSIN ASSOCIATION OF SCHOOL DISTRICT ADMINISTRATORS PROFIT SHARING PLAN 2012 401k financial data
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$54,111
Expenses. Total of all expenses incurred2012-12-31$0
Total plan assets at end of year2012-12-31$324,638
Total plan assets at beginning of year2012-12-31$270,527
Value of fidelity bond covering the plan2012-12-31$22,000
Other income received2012-12-31$29,977
Net income (gross income less expenses)2012-12-31$54,111
Net plan assets at end of year (total assets less liabilities)2012-12-31$324,638
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$270,527
Total contributions received or receivable from employer(s)2012-12-31$24,134
2011 : WISCONSIN ASSOCIATION OF SCHOOL DISTRICT ADMINISTRATORS PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$27,675
Expenses. Total of all expenses incurred2011-12-31$11
Benefits paid (including direct rollovers)2011-12-31$11
Total plan assets at end of year2011-12-31$270,527
Total plan assets at beginning of year2011-12-31$242,863
Value of fidelity bond covering the plan2011-12-31$22,000
Other income received2011-12-31$4,092
Net income (gross income less expenses)2011-12-31$27,664
Net plan assets at end of year (total assets less liabilities)2011-12-31$270,527
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$242,863
Total contributions received or receivable from employer(s)2011-12-31$23,583
2010 : WISCONSIN ASSOCIATION OF SCHOOL DISTRICT ADMINISTRATORS PROFIT SHARING PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$46,560
Expenses. Total of all expenses incurred2010-12-31$0
Benefits paid (including direct rollovers)2010-12-31$0
Total plan assets at end of year2010-12-31$242,863
Total plan assets at beginning of year2010-12-31$196,303
Value of fidelity bond covering the plan2010-12-31$22,000
Total contributions received or receivable from participants2010-12-31$0
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$21,469
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$46,560
Net plan assets at end of year (total assets less liabilities)2010-12-31$242,863
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$196,303
Total contributions received or receivable from employer(s)2010-12-31$25,091
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$0

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