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ANCHOR BANK, N.A. PROFIT SHARING AND RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameANCHOR BANK, N.A. PROFIT SHARING AND RETIREMENT SAVINGS PLAN
Plan identification number 001

ANCHOR BANK, N.A. PROFIT SHARING AND RETIREMENT SAVINGS 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.
  • 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

ANCHOR BANK, N.A. has sponsored the creation of one or more 401k plans.

Company Name:ANCHOR BANK, N.A.
Employer identification number (EIN):410606540
NAIC Classification:551111
NAIC Description:Offices of Bank Holding Companies

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ANCHOR BANK, N.A. PROFIT SHARING AND RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012018-01-01
0012017-01-01GEORGE LANCE GEORGE LANCE2018-10-12
0012016-01-01DENNIS NISLER
0012015-01-01PATRICIA KARLSON DENNIS NISLER2016-10-10
0012014-01-01DENNIS NISLER DENNIS NISLER2015-08-27
0012013-01-01DENNIS NISLER DENNIS NISLER2014-07-29
0012012-01-01CAROL KOLLODGE

Plan Statistics for ANCHOR BANK, N.A. PROFIT SHARING AND RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for ANCHOR BANK, N.A. PROFIT SHARING AND RETIREMENT SAVINGS PLAN

Measure Date Value
2018: ANCHOR BANK, N.A. PROFIT SHARING AND RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01362
Total number of active participants reported on line 7a of the Form 55002018-01-010
Number of retired or separated participants receiving benefits2018-01-010
Total of all active and inactive participants2018-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-010
Number of participants with account balances2018-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: ANCHOR BANK, N.A. PROFIT SHARING AND RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01382
Total number of active participants reported on line 7a of the Form 55002017-01-010
Number of retired or separated participants receiving benefits2017-01-0116
Number of other retired or separated participants entitled to future benefits2017-01-01346
Total of all active and inactive participants2017-01-01362
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01362
Number of participants with account balances2017-01-01362
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: ANCHOR BANK, N.A. PROFIT SHARING AND RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01385
Total number of active participants reported on line 7a of the Form 55002016-01-01305
Number of retired or separated participants receiving benefits2016-01-0114
Number of other retired or separated participants entitled to future benefits2016-01-0158
Total of all active and inactive participants2016-01-01377
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01377
Number of participants with account balances2016-01-01343
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0123
2015: ANCHOR BANK, N.A. PROFIT SHARING AND RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01353
Total number of active participants reported on line 7a of the Form 55002015-01-01317
Number of retired or separated participants receiving benefits2015-01-014
Number of other retired or separated participants entitled to future benefits2015-01-0163
Total of all active and inactive participants2015-01-01384
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01384
Number of participants with account balances2015-01-01321
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0111
2014: ANCHOR BANK, N.A. PROFIT SHARING AND RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01333
Total number of active participants reported on line 7a of the Form 55002014-01-01273
Number of retired or separated participants receiving benefits2014-01-016
Number of other retired or separated participants entitled to future benefits2014-01-0166
Total of all active and inactive participants2014-01-01345
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01345
Number of participants with account balances2014-01-01297
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0112
2013: ANCHOR BANK, N.A. PROFIT SHARING AND RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01387
Total number of active participants reported on line 7a of the Form 55002013-01-01262
Number of retired or separated participants receiving benefits2013-01-012
Number of other retired or separated participants entitled to future benefits2013-01-0164
Total of all active and inactive participants2013-01-01328
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01328
Number of participants with account balances2013-01-01279
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-015
2012: ANCHOR BANK, N.A. PROFIT SHARING AND RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01391
Total number of active participants reported on line 7a of the Form 55002012-01-01278
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01107
Total of all active and inactive participants2012-01-01385
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01385
Number of participants with account balances2012-01-01328
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010

Financial Data on ANCHOR BANK, N.A. PROFIT SHARING AND RETIREMENT SAVINGS PLAN

Measure Date Value
2018 : ANCHOR BANK, N.A. PROFIT SHARING AND RETIREMENT SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$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$2,027,191
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$38,562,884
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$38,412,585
Expenses. Certain deemed distributions of participant loans2018-12-31$42,547
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$0
Value of total assets at end of year2018-12-31$0
Value of total assets at beginning of year2018-12-31$36,535,693
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$107,752
Total interest from all sources2018-12-31$11,108
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2018-12-31$0
Administrative expenses professional fees incurred2018-12-31$107,752
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$10,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Participant contributions at beginning of year2018-12-31$0
Total non interest bearing cash at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-36,535,693
Value of net assets at end of year (total assets less liabilities)2018-12-31$0
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$36,535,693
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$35,688,969
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$846,724
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$846,724
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$11,108
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$2,016,083
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Employer contributions (assets) at beginning of year2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$38,412,585
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31WIPFLI, LLP
Accountancy firm EIN2018-12-31390758449
2017 : ANCHOR BANK, N.A. PROFIT SHARING AND RETIREMENT SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$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$8,492,046
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$2,874,403
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,794,812
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,892,362
Value of total assets at end of year2017-12-31$36,535,693
Value of total assets at beginning of year2017-12-31$30,918,050
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$79,591
Total interest from all sources2017-12-31$10,178
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 year2017-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2017-12-31$0
Administrative expenses professional fees incurred2017-12-31$79,591
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$10,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,813,261
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$52,777
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$79,806
Total non interest bearing cash at end of year2017-12-31$0
Total non interest bearing cash at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$5,617,643
Value of net assets at end of year (total assets less liabilities)2017-12-31$36,535,693
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$30,918,050
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$35,688,969
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$29,455,793
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$846,724
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$1,381,156
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$1,381,156
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$10,178
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$5,589,506
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$999,295
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$28,324
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,794,812
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31WIPFLI, LLP
Accountancy firm EIN2017-12-31390758449
2016 : ANCHOR BANK, N.A. PROFIT SHARING AND RETIREMENT SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$5,416,762
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$3,231,461
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$3,116,729
Value of total corrective distributions2016-12-31$41,181
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$3,107,584
Value of total assets at end of year2016-12-31$30,918,050
Value of total assets at beginning of year2016-12-31$28,732,749
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$73,551
Total interest from all sources2016-12-31$3,633
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$73,551
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$10,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,869,614
Participant contributions at end of year2016-12-31$52,777
Participant contributions at beginning of year2016-12-31$62,704
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$201,570
Total non interest bearing cash at end of year2016-12-31$0
Total non interest bearing cash at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$2,185,301
Value of net assets at end of year (total assets less liabilities)2016-12-31$30,918,050
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$28,732,749
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$29,455,793
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$27,916,450
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$1,381,156
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$655,660
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$655,660
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$3,633
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$2,305,545
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,036,400
Employer contributions (assets) at end of year2016-12-31$28,324
Employer contributions (assets) at beginning of year2016-12-31$97,935
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$3,116,729
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31WIPFLI, LLP
Accountancy firm EIN2016-12-31390758449
2015 : ANCHOR BANK, N.A. PROFIT SHARING AND RETIREMENT SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$4,406,956
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$2,092,161
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,014,300
Value of total corrective distributions2015-12-31$7,900
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$4,413,321
Value of total assets at end of year2015-12-31$28,732,749
Value of total assets at beginning of year2015-12-31$26,417,954
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$69,961
Total interest from all sources2015-12-31$479
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$69,961
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$10,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,675,493
Participant contributions at end of year2015-12-31$62,704
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$1,803,470
Total non interest bearing cash at end of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$75
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$2,314,795
Value of net assets at end of year (total assets less liabilities)2015-12-31$28,732,749
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$26,417,954
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$27,916,450
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$25,714,722
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$655,660
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$666,306
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$666,306
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$479
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-6,844
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$934,358
Employer contributions (assets) at end of year2015-12-31$97,935
Employer contributions (assets) at beginning of year2015-12-31$36,851
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,014,300
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31WIPFLI, LLP
Accountancy firm EIN2015-12-31390758449
2014 : ANCHOR BANK, N.A. PROFIT SHARING AND RETIREMENT SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$4,274,568
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$5,034,602
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$4,967,625
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,460,428
Value of total assets at end of year2014-12-31$26,417,954
Value of total assets at beginning of year2014-12-31$27,177,988
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$66,977
Total interest from all sources2014-12-31$151
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$66,977
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$10,000,000
If this is an individual account plan, was there a blackout period2014-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,348,981
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$398,631
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$0
Total non interest bearing cash at end of year2014-12-31$75
Total non interest bearing cash at beginning of year2014-12-31$50,583
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-760,034
Value of net assets at end of year (total assets less liabilities)2014-12-31$26,417,954
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$27,177,988
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$25,714,722
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$26,301,364
Value of interest in common/collective trusts at beginning of year2014-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$666,306
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$826,041
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$826,041
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$151
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,813,989
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$712,816
Employer contributions (assets) at end of year2014-12-31$36,851
Employer contributions (assets) at beginning of year2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$4,967,625
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31Yes
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31WIPFLI, LLP
Accountancy firm EIN2014-12-31390758449
2013 : ANCHOR BANK, N.A. PROFIT SHARING AND RETIREMENT SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$7,352,745
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$4,480,864
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$4,432,850
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,182,996
Value of total assets at end of year2013-12-31$27,177,988
Value of total assets at beginning of year2013-12-31$24,306,107
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$48,014
Total interest from all sources2013-12-31$344
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$48,014
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$10,000,000
If this is an individual account plan, was there a blackout period2013-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,314,724
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$184,207
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$0
Total non interest bearing cash at end of year2013-12-31$50,583
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$2,871,881
Value of net assets at end of year (total assets less liabilities)2013-12-31$27,177,988
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$24,306,107
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$26,301,364
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$24,221,506
Value of interest in common/collective trusts at end of year2013-12-31$0
Value of interest in common/collective trusts at beginning of year2013-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$826,041
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$344
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$5,169,405
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$684,065
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$84,601
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$4,432,850
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31Yes
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31WIPFLI, LLP
Accountancy firm EIN2013-12-31390758449
2012 : ANCHOR BANK, N.A. PROFIT SHARING AND RETIREMENT SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$5,406,271
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$3,684,605
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$3,654,806
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,145,323
Value of total assets at end of year2012-12-31$24,306,107
Value of total assets at beginning of year2012-12-31$22,584,441
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$29,799
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$952,609
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$10,000,000
If this is an individual account plan, was there a blackout period2012-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,284,483
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$45,321
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$2,125
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,721,666
Value of net assets at end of year (total assets less liabilities)2012-12-31$24,306,107
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$22,584,441
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$25,577
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$24,221,506
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$21,986,207
Value of interest in common/collective trusts at end of year2012-12-31$0
Value of interest in common/collective trusts at beginning of year2012-12-31$192,369
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$2,307,604
Net investment gain or loss from common/collective trusts2012-12-31$735
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$815,519
Employer contributions (assets) at end of year2012-12-31$84,601
Employer contributions (assets) at beginning of year2012-12-31$403,740
Income. Dividends from preferred stock2012-12-31$952,609
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$3,654,806
Contract administrator fees2012-12-31$4,222
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31Yes
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31WIPFLI
Accountancy firm EIN2012-12-31390758449

Form 5500 Responses for ANCHOR BANK, N.A. PROFIT SHARING AND RETIREMENT SAVINGS PLAN

2018: ANCHOR BANK, N.A. PROFIT SHARING AND RETIREMENT SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingYes
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
2017: ANCHOR BANK, N.A. PROFIT SHARING AND RETIREMENT SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ANCHOR BANK, N.A. PROFIT SHARING AND RETIREMENT SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: ANCHOR BANK, N.A. PROFIT SHARING AND RETIREMENT SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ANCHOR BANK, N.A. PROFIT SHARING AND RETIREMENT SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ANCHOR BANK, N.A. PROFIT SHARING AND RETIREMENT SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ANCHOR BANK, N.A. PROFIT SHARING AND RETIREMENT SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes

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